Planned Giving is a way to combine giving to charity with overall financial, tax and estate planning goals, typically coming from assets rather than income and can be either outright or deferred.
Planned Giving may help reduce or eliminate capital gains and gift and estate taxes and realize immediate tax savings as well.
Additional information will be posted here shortly. For inquiries, please contact Joanne Fried at 516-883-3144 ext. 311.