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Charitable Planning

Do you have an upcoming event where you might receive a large sum of taxable cash? Are you looking to make an impact in the community or on a selected issue? Do you want to encourage your children to “give back”? Would you be more interested in making charitable gifts if there were significant federal income or estate tax advantages?

Proper charitable planning allows you not only to support issues close to your heart but also to obtain the maximum tax benefit in doing so. Further, the selection and structuring of the proper vehicle for charitable giving is vital to ensure that your wishes and goals are carried out. Additionally, selecting the proper assets to gift can make a dramatic difference in the tax benefits available. Highly appreciated assets may provide outstanding charitable planning opportunities.

For those of you charitably inclined, or even those who are less charitably inclined, but would like to talk about the potential tax savings associated with charitable giving, serious consideration should be given to this type of planning. At CSBB, we welcome the opportunity to have a comprehensive discussion with you regarding charitable giving possibilities.

Do You Have Questions?

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