Charity

Take advantage of the opportunity to make a lasting difference in your community, across the country, or around the world, while receiving substantial tax benefits. Charitable gifts take a variety of forms. There are outright gifts of assets such as real estate or securities.  Other types of charitable gifts provide income streams to the Donor during lifetime with the remainder in the Trust passing to Charity (Charitable Remainder Trust); or income streams to the Charity for a period of time with the remainder in the Trust returning to the Donor or their Heirs (Charitable Lead Trust).