By giving even a small portion of their estate to charity, donors can make a significant impact on the causes they care about

Tax Planning Opportunities for Gifts of Securities

Gifts (up to 75% of net revenue) may be made either by an operating or a holding company – the challenge is getting money out tax-effectively. Donations can often facilitate this.

Retirement plan assets are one of the most heavily taxed estate assets to pass to heirs.

Life insurance products are useful for gift planning because they are given special tax treatment