Gift Planning

Done correctly, gift planning is an impactful way to benefit a nonprofit organization that is meaningful to you, while securing a potentially significant tax benefit for you and your estate.

By contributing appreciated securities or other property during their lifetime, donors can receive charitable deductions for the full market value of contributed assets, and will not pay capital gains tax as part of the transfer. Contributions made after your lifetime, meanwhile, are exempt from estate taxes.

We help clients identify more effective gifting strategies in order to maximize the value received by the recipient while optimizing the tax benefits for you.

*This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.