Charitable Income Planning

Create a legacy Plan

Through our strategic partner, a 501(c)(3) non-profit organization, we offer simplified charitable planned giving programs, which enable families and individuals to re-position assets that they already own, such as securities, real estate and existing annuities, in order to create new benefits for themselves and their heirs. These include generating an income tax deduction, reducing capital gains taxes and estate taxes, creating an income stream for themselves or their heirs, while supporting their favorite charitable causes.

This income planning option may help to complete or enhance your overall financial planning results. 
By working through a 501 (c)(3) non-profit organization, ordinary families are able to benefit from provisions in the tax code that many thought were only available to very wealthy individuals. This is one of numerous income planning options that may benefit you, but is not necessarily for everyone. We'll carefully review your situation and help determine if it makes sense for you. 

  • Do you own appreciated real estate and would like to liquidate it for the following potential benefits: avoid capital gains, reduce estate tax exposure, create an income tax deduction, increase current income, replace rental income, and/or pass asset value to heirs with an irrevocable life insurance trust
  • Are you uncertain about volatility of stocks or securities holdings that has created concern and would like to create benefits as listed above
  • Do you own annuities which you plan to pass to their heirs but are concerned about the tax implications
  • Are you concerned about out-living your retirement income or resources
  • Are Taxes (either income taxes, capital gains taxes, or estate taxes) a perceived problem 
  • Is the idea of structuring an inheritance for your heirs attractive
  • Is supporting a charitable cause is important to you

Call us today at 973-285-1040 to discuss your financial situation and if charitable income planning makes sense for you?

Have a Question? Request a no obligation consultation. 973-285-1040

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