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Grow Your Charitable Dollars and Reduce Your Tax Burden

Charitable giving can reduce income taxes in situations like selling your business or receiving a bonus and estate taxes at your death. Plus, after your contribution is made, you can recommend investment strategies for Charitable Fund assets without creating tax liabilities on any future growth.

Learn more about The Charitable Fund

Bundling Strategy

By bundling two or more years of charitable giving into a single tax year in a Charitable Fund, you may be able to increase your itemized deductions in one year and utilize the standard deduction in other years, which could save taxes and time depending on your circumstances.

Learn more about Bundling Strategies

Contribute Appreciated Assets to Reduce or Eliminate Capital Gains

Gifts of appreciated assets can have a double tax benefit when you donate them directly to your Charitable Fund, avoiding capital gains tax in addition to receiving an income tax deduction. Then, grant the funds out in cash that your favorite organizations can easily process.

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START YOUR JOURNEY

Our team shares your values and understand that every charitable situation is unique. We are here to provide answers to your questions regarding The Charitable Fund or walk you through getting started with an account.