Making charitable giving part of your financial and estate plan enables you to support the charities and causes you love, now and in the future. Moreover, having the right charitable giving strategy can help further your overall wealth management plan.
There are many ways to make strategic charitable giving part of your overall financial plan, each with its own level of control and tax benefits. Some options provide immediate or future tax deductions while others can provide a continuous income stream. In any case, our goal is to help ensure strategic and tax-efficient giving so that your charitable gifts don’t fail, and your estate or charitable beneficiaries receive what you intended with your gift.
Our knowledgeable team can provide recommendations that not only benefit you now but provide the opportunity to shape the way you wish to be remembered.
This information is general in nature, and is intended solely for the purpose of illustrating conceptually how a particular estate planning technique might work, based on various assumptions. Whether the planning technique is appropriate for you will depend on your goals and your specific situation. Raymond James does not provide advice on tax, legal or mortgage issues. These matters should be discussed with an appropriate professional.