Planned Giving

When we have settled into our success, many begin to think about what our legacy will be, and how we will be remembered in years to come. Many find that through charitable giving or through the establishment of a family foundation, their name and values can continue on for generations.  There can be excellent income tax and estate tax benefits to giving.

There are numerous strategies for planned giving such as Charitable Remainder Trusts and Charitable Lead Trusts. Life Strategies for Planned Giving is a proven design that allows for a donor to fund the placement of a large future endowment through life insurance, with zero to little out of pocket expense, so current gifting can remain undisturbed.