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Philanthropy Planning Strategies

Based on your current situation and projections, we review philanthropic planning concepts by applying them to your situation.

Articles:

1.              Boomers are Growing Up    
   
2.              Philanthropy and the Advisor

Strategies:

1.              Opportunities For Philanthropy

2.              Bequest in your Will – Philanthropic Will Planning

3.              Charitable Will Planning – Examples

4.              Philanthropy on Purpose - T Class Funds  
                 PowerPoint visual

5.               GIC’s vs Charitable Gift Annuity
                  PowerPoint visual
 
6.              Estate Tax Elimination & Social Capital Planning 
                 PowerPoint visual
 
7.              Our Home – Charitable Reverse Mortgage
                  PowerPoint Visual

8.              Charity or Taxes, it's for you to Choose!!

9.              Grandfather’s Charitable Legacy

 
 

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