Charitable Planning

We live in a time of historic crisis and opportunity, when contributions of time and money could make a crucial difference. Yet most of us – even if well-off – give at a fraction of our capacity.

Your charitable plan should be part of an integrated financial / estate plan designed to accomplish your objectives and solve problems. We have a proven planning process and track record for helping families achieve their charitable goals. (Tools)

"Wise Decisions Begin With a Disciplined Approach"

We urge you to:

  1. Understand what "Finishing Well" means to you
  2. Calculate what resources are needed to maintain your lifestyle
  3. Determine an appropriate inheritance for your heirs
  4. Put the rest of your wealth to strategic use
  5. Let your story ignite others

    Classic Applications - Is Your Situation Similar?

    • A retiring farmer with last year’s crop to sell and no expenses to offset income
    • An executive with much of his or her net worth concentrated in employer’s company stock and a need to diversify
    • Owners of family businesses with widely scattered heirs likely to sell after inheriting this asset
    • The owner of a closely held business who wants to sell with more favorable tax treatment
    • Corporate stockholders using partial redemptions seeking preferred tax positions
    • Owners of under performing and low-basis non-leveraged real estate or personal property
    • The owner of a highly appreciated stock portfolio who would like to move from growth to income assets
    • The owner of a low income or non-income asset who needs more current income
    • Highly compensated individuals looking to set aside additional retirement savings without IRC section 415 limitations
    • Parents who want to establish a secure source of life-time funding for a disabled or financially irresponsible child
    • Employees with Incentive Stock Options (Qualified) seeking tax relief and diversification
    • Business owners owning stock after an Initial Public Offerings (IPO) seeking to minimize capital gains tax losses
    • Individuals with a history of current giving who would like to create an ongoing family philanthropic program
    • Professionals with extra large qualified retirement plans and a desire to improve control of distributions to heirs