Every donor has a unique giving situation. We provide a simple, powerful, and highly personal approach to philanthropic giving with a variety of fund types to meet your client’s needs.
A wide variety of assets can be used to set up or add to a fund.
- Stocks & Securities
- Real Estate
- Personal Property
- Retirement Plan Assets
- Life Insurance
Donors with Complex Financial Needs
For donors who want to combine their philanthropic wishes with complex financial needs, we advise working with a tax attorney to determine the appropriate planned giving instrument. A number of planned gifts can generate life income for donors or their families. In this category are charitable gift annuities, charitable remainder trusts, and charitable lead trusts. Other planned gifts include charitable bequests (appropriate for estates of any size), and designating a community foundation as a life insurance beneficiary.