A Gift to Charity or the IRS?
Few people know that everyone has a clear choice:
A gift to charity or the IRS.
Through our discovery process which helps achieve clarity about a donor’s financial philosophy, broader visions, attitudes and preferences and with proper planning, what if your donors could support your organization’s mission and create a legacy while:
Eliminating Federal estate taxes?
- Avoid up to 70% double taxation on their retirement accounts?
- Bypass paying up-front capital gains taxes on sale of their investments?
- Reduce income tax by increasing deductions?
- Increase their income without working more?
We have found that affluent families are more satisfied and active in planning and in their planned giving, when they have the opportunity to capture and pass their intangible assets, such as value systems and decision-making patterns, alongside tangible assets such as investments, real estate or a business.
This is why our business model has proven to be such a powerful combination in partnership with non-profits. Our clients often say that the decision–making methodology we bring to the table finally helped them realize their full giving capacity. It’s like a light bulb flips on in their thinking, and they go from being passive donors, to cheerleaders of their favorite causes – verbally and financially.
