Charitable Giving
When we view life from abundance rather than scarcity, we may wish to share our good fortune through charitable giving. We provide strategies on maximizing your philanthropic giving, by letting Uncle Sam help subsidize your charitable gifts.
In meeting this goal, Financial Abundance Guide includes:
- Descriptions of the types of gifts that should be given to your favorite charities.
- How the same gift will receive a vastly different tax deduction amount.
- The tax advantages that come from giving appreciated long term stock.
- How to create a “Donor Advised Fund”, similar to having a charitable foundation, without the overhead or expense.
- How a Charitable Gift Annuity provides a large tax deduction and income comparable to a commercial annuity.
- How to provide a guaranteed inheritance, a lifetime of income and leave a significant gift to your favorite charity.
With our giving strategies, you will learn how to increase your philanthropic giving with the same after tax costs of your present giving techniques.