PLANNED GIVING
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Purpose-Driven Philanthropic Giving
Whether working with a financial advisor or planning on your own, we are here to help. Donors often need advice about their charitable intent and how they can reach their goals while achieving favorable tax status. Planned Giving often requires one-to-one guidance between individuals wishing to “give back”, the Foundation staff, and a professional advisor such as an Estate Attorney, Financial Planner, or Certified Public Accountant. The Foundation partners with you and others to facilitate the best solution as you plan your legacy.
Click here to see how one couple made a big impact with their legacy.
Choosing Organizations to Support
Knowledge of the local nonprofits is essential to choosing the right place for your philanthropic efforts. One of the things we do as a Foundation is compile that knowledge for you. Our goal is to provide you with the information you need to make important decisions about the impact you want to have on your community.
Check out our Nonprofit Directory for more information on our local nonprofits.
Additional Resources
FORMS
LINKS
BOOKS
Tax Economics of Charitable Giving
Warren, Gorham and Lamont of RIAThe Complete Guide to Planned Giving, 3rd Edition
Ashton Associates
