Start Here
Do you donate to a charity on a regular basis?
Do you get the tax benefits for doing so?
Did you know that the majority of people that donate get very little tax benefit from it? (roughly 55% of donors don't itemize their taxes.)
Here is what we can help you to do:
Combining several years of giving into one tax year can push you over the standard deduction, so your donations actually reduce your taxes. A donor-advised fund lets you do this while still giving to your charities on your normal schedule.
Donating appreciated stock instead of cash means you skip the capital gains tax and the charity still receives the full value. For anyone holding investments that have grown, this is often the most efficient way to give.
Through our cash flow system we can help you get tax free growth with your taxable investment assets.
We can help you plan to give more to the charities that matter to you.