It has been said “Tis better to Give than to Receive”. It is not necessary to be rich to “Give”. Your gift may be your time, knowledge, expertise and of course, money. Philanthropic Planning is simply deciding what you want to give, who you want to give it to and when you want to give it. Your Plan may or may not be in writing. In the case of significant gifts, it is imperative that the plan be in writing and mandatory that all tax impacts be taken into consideration. My goal is to assist you in developing your Plan, making sure your gift is completed as scheduled and with the intent you desire.
Representatives of Signator Investors, Inc. do not provide tax or legal advice. Please consult with you personal tax and legal advisors for guidance.