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Giving


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Giving


Many of us are blessed with more than we need. These blessings can provide for family, friends and our favorite causes.

A Giving Plan establishes who, what, when, where and how our blessings will be conveyed to others in a deliberate and thoughtful way.


How can we help you plan your giving?

Give to Family

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Support a Charity

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Create a Foundation or Donor-advised Fund

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Family


Family


Family is probably the number one recipient of gifts.  We give at holidays, birthdays and sometimes random times.  Gifts can be money, property or even valuable wisdom; however, most of us do not have a structured plan to pass along valuable assets. 

A true Giving Plan will include not just a Will or Estate plan to divide your assets after you are gone, but will consider opportunities to gift while living.

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Charity


Charity


Most of us have a cause and most often our causes are manifested in a Charity or Religious Institution.   Giving right can be a win-win for both you and the charity.  Doing it wrong could squander valuable resources that could be put to good use.  

A charitable giving plan must consider:

  • Timing – will the gift occur while living or after death?

  • Taxes – what are the impacts to your current & future tax liabilities?

  • Funding – Will the gift be cash, property, securities or insurance?

  • Structure- Is it best to make a direction donation or setup a trust or foundation?

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Foundations & Donor-advised Funds


Foundations & Donor-advised Funds


If you want more control over how your donation is used, consider either donor-advised funds or private foundations. Let’s take a closer look at these two options.

Donor Advised Funds - Many larger public charities, particularly those that support a variety of different charitable activities and organizations, offer donor advised funds. This type of charitable giving vehicle is based upon an agreement between the donor and the charity stating that the charity will consider the donor’s wishes with respect to the ultimate use of the donated funds. However, the agreement is non-binding, and the charity will exercise final control over the disposition of the funds, consistent with the organization’s mission.

Private Foundations - A private foundation is a nonprofit organization that typically has been created via a single donation from an individual or a business, and whose funds and programs are managed by its own trustees or directors. Through the choice of directors or trustees, the donor has greater control over the specific use of funds, rather than relying on a public charity.