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Do you have stocks that are appreciated? Do you pay taxes on distributions from retirement plans? If you donate those stocks or payments to a charity instead, like Habitat for Humanity, then you may be able to AVOID paying capital gains taxes and may even receive a charitable deduction. The same investment dollars using different assets (cash v. stocks) can result in a dramatic benefit for you and the charitable organization. Invest SMARTER in your Community to leave a GREATER benefit for you & your organization.
If you want to invest in your community through one or more charitable organizations, come see us. We can ensure your estate plan aligns with those goals and that the dollars you are contributing in life and at death are maximized to give you and the charity the best result – more money, less taxes.
This is not what you do every day. It is what we do. Let us help provide the resources you need to make an informed decision.
We’re ready to start this journey with you.
Contact us to schedule a consultation.