Sentences with phrase «charitable planning»

Her particular experience focuses on assisting clients with charitable planning and trust and probate administration matters.

Helping donors integrate charitable planning with their wealth management so they can give more generously.

With proper charitable planning advice, you might be able to remove the asset from your taxable estate, receive a substantial, immediate tax deduction, and even guarantee income protection.

With proper charitable planning advice, you might be able to remove the asset from your taxable estate, receive a substantial, immediate tax deduction, and even guarantee income protection.

Our tax - favored charitable plans help our clients support their causes, leave a legacy, and pass family values to each generation.

Our tax - favored charitable plans help our clients support their causes, leave a legacy, and pass family values to each generation.

This could be called savings level 1 in the world of charitable planning.

While term policies are appropriate for most life insurance needs, lifetime policies are great for charitable planning and estate planning.

And if the beneficiary is an organization, notify the person in charge of charitable planning / donations.

Donors who provide for AAAS through their wills or other charitable plans are highlighted among the members of our 1848 Society.

Charitable planning strategies such as using a charitable lead trust or a charitable remainder trust can also offer significant estate planning benefits to reduce estate tax exposure (while also offering income tax benefits while living) and those strategies are unpacked in the linked article above.

Investment News Schwab's Laughton: Charitable planning tips for 2015 In this IMPACT conference video, Schwab Charitable's Kim Laughton explains what's ahead for yearend tax planning.

Schwab Charitable Tax - Effective Giving Schwab Charitable President Kim Laughton describes how to integrate charitable planning into ongoing financial planning, ensuring that your giving has the greatest impact — to worthy causes and your tax bill.

Socially responsible investing (SRI) is being studied, considered, and implemented within the foundation and charitable planning community, and its support from numerous community foundations, federations, and other respectfully recognized parent organizations of philanthropy continues to grow.

«It's one of the most advantageous tax strategies available to people who make charitable giving part of their overall financial plan,» says Jacqueline Valouch, vice president and charitable planning consultant with Fidelity Charitable ®, an independent public charity.

Through thoughtful charitable planning, many supporters of Dumb Friends League have been able to make a more meaningful gift than they ever thought possible.

Thank you for taking the time to learn about including Planned Parenthood Federation of America, Inc. in your long - range charitable plans.

Donors who provide for AAAS through their wills or other charitable plans will be highlighted among the members of our 1848 Society.

Charitable planning strategies such as using a charitable lead trust or a charitable remainder trust can also offer significant estate planning benefits to reduce estate tax exposure (while also offering income tax benefits while living) and those strategies are unpacked in the linked article above.

We serve as their personal CFO and family wealth guardian, to help them address all areas of their finances: wealth preservation, tax mitigation, wealth protection, wealth transfer, business succession and charitable planning.

So there's much more to charitable planning and giving than a lot of folks don't necessarily realize is out there.

Observing that a client may be spending too conservatively should motivate discussions either to reassure that spending more will not lead to financial ruin, or about estate and charitable planning that is the inevitable consequence of a retirement consumption gap.

We will work with you to find a charitable plan that lets you provide for your family and support Tufts Medical Center and Floating Hospital for Children.

With a charitable planned gift to Facing History, you will leave a legacy of support for the vital work we do with teachers and students around the world.

If you do have a larger estate, it is also important to consider estate planning that limits your estate tax exposure and this can be accomplished through spousal and generational planning, irrevocable trust planning, and charitable planning, with the assistance of a qualified expert.

Please work with your Wealth Advisor and your accountant to determine how the tax changes may affect your charitable planning.

Charitable planning is an estate planning priority that requires some careful planning and also offers tax advantages when done correctly.

We welcome the opportunity to work with you to ensure that your clients find the charitable plans that meet their needs.

We will work with you to find a charitable plan that lets you provide for your family and support Animal League America.

We will work with you to find a charitable plan that lets you provide for your family and support San Diego Humane Society.

Whether you would like to put your donation to work today or benefit us after your lifetime, you can find a charitable plan that lets you provide for your family and support PetSmart Charities.

Whether you would like to support our work today or benefit us after your lifetime, find a charitable plan that lets you provide for your family and support the ARL.

Ask your attorney or financial planner about including KHS in your charitable plans.

When you inform the Placer SPCA that you have included us in your Charitable Planned Giving, you become a Circle of Hope Legacy Society member, with special benefits and privileges.

Larry guides clients through the complexities of estate planning; the preparation of wills, trusts and related documents; and planning for closely held businesses, including corporate restructurings and recapitalizations, gift planning, income tax planning, and charitable planning.

Charitable Planning, including private foundations, public charities, supporting organizations, donor advised funds and endowed funds

Mr. Steadman has had extensive experience in assisting clients with all areas of tax, estate, and charitable planning.

MI's Estates and Trusts group gives you access to an unrivalled collection of experts from the network's 90 firms to advise on estate planning, estate and trust administration, charitable planning, off - shore trusts, international tax planning and estate and trust litigation.

Those who were financially successful, he said, often still want some amount of life insurance for estate or charitable planning, a safety net or to make sure their grandkids can go to college.

Charitable planning is an estate planning priority that requires some careful planning and also offers tax advantages when done correctly.