Charitable giving presents an opportunity to support a wide range of organizations that include educational, medical, environmental and religious causes. Gifts to qualified organizations can provide significant tax and estate planning benefits to the donor(s). Charitable giving begins with defining your objectives and asking some basic questions.
After building or selling a successful business or thriving professional career people shift their attention to philanthropy.
Charitable giving comes in many forms from outright cash contributions to more complex strategies to maximize estate and tax benefits. Below are several examples that include:
LC Advisor can provide guidance in setting up these types of trusts or insurance programs for different charities.
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Investments are transacted through BLB&B.
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