Just as you have plans for your career, your children's education and your retirement, it is also beneficial and rewarding to plan for the use of your assets in charitable giving.
Charitable or planned giving is the process of making a gift of estate assets part of your overall financial, estate, tax, and philanthropic planning. It provides you with a tax-smart way to provide social support to the community while building a lasting legacy for the future.
This guide includes many charitable foundations and organizations that can benefit from your support. Our purpose in compiling this guide is to help connect you with the community charities you care about and to increase overall giving for the well- being of both your estate and our community's future viability.
Gift planning helps you to give the most effective gifts you can, while considering ways to reduce your income and estate taxes. Well-managed gift planning can protect the size of your estate and allow you to give generously at the same time.