To Your Wealth: Creating a lasting gift
Legacy gifts can help make a difference in the lives of others, in projects, and in infrastructure. We work with clients on helping them their legacy gifting strategies that align with their Great Life vision.
Explore your options for charitable giving
When it comes to planning your charitible giving, you have options that may provide tax advantages as well as helping others.
Charitable giving is increasing and evolving
Charitable giving is increasing. A study by Giving USA, American shows charitable giving hit $471 billion in 2020, a 3.8% increase from 2019.
Charitable Remainder Trusts: Leaving a Legacy
Charitable Remainder Trusts: Planning for Now and Leaving a Legacy No question – planning for a time when you’re no longer around is hard. If you’re like most people, the most important thing is being able to continue to protect the people you love. And for many people who have made charitable gifting part of…