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Saving for the Greater Good: The Benefits of Charitable Planning

Saving for the Greater Good: The Benefits of Charitable Planning

It’s human to want to contribute to causes that mean something to us… during our lives, and perhaps after death. The good news is, when saving for philanthropy is part of your financial planning, there are several options that will benefit charity as well as possibly your own bottom line. When blended into your overall financial planning picture, charitable planning helps to: Increase lifetime benefits to the wealth owner Increase benefits to heirs Increase charitable gifts Reduce taxes Charitable planning diversifies assets without creating an immediate tax liability, and provides the grantor both income and control over the funds. It may reduce capital gains

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