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Charitable Giving/Planning

Charitable Planning Strategies

Planned giving is very rewarding area of our practice.  Our charitable giving expert advisors are Randy Fox and Lee Hoffman of EZ Charitable, LLC.  Whether you are selling a closely held business, selling any highly appreciated asset, an art or car collection, selling stock out of an ESOP or going to receive a benefit from Deferred Comp plan, there are ways to potentially get some tax relief from the sale of an asset or upon receiving a benefit.  There are a myriad of Trust, Donor Advised funds, Gift Annuities and Pooled Income Funds that can be used to accomplish the right strategy depending on what you are trying to achieve.  Everyone's situation is different.  Feel free to contact us to learn more.

 

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