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Charitable Giving Structures

Satisfy your philanthropic aspirations while maximizing tax benefits

Charitable Trusts

Charitable trusts allow donors to receive deductions for contributions of appreciated assets or cash.

Trusts may be structured to provide donors lifetime income derived from the proceeds of gifted assets, or a lump sum return of principal after allocating a series of income payments to a charitable trust recipient over a predetermined period of time.

Fists in Solidarity

Donor Advised Funds

A charitable investment account, used exclusively for the purpose of supporting charitable organizations.

Donations are made in the form of cash, securities or other assets with the potential for an immediate tax deduction.  Funds may be invested for tax-free growth with grants being deployed over future periods to fund recipients.

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