G.I.V.E. Program

INTRODUCING G.I.V.E. GIVE_Logo1
(GREATER INVESTMENT VIA ENDOWMENT)

A SUITE OF STRATEGIES THAT MAY ENABLE YOU TO: 

  • Have more money for your retirement 
  • Leave more money to your heirs 
  • Increase your liability protection 
  • And leave money to charities 

HOW DOES G.I.V.E. WORK? 

Depending on your financial situation, G.I.V.E. may save you taxes on capital gains and can potentially make a portion or all of your retirement plans tax free. 

CAN I USE G.I.V.E. WITH ANY CHARITY

Almost all public 501(c)3 charities are applicable. Consider giving to a cause that might directly benefit you or someone in your family, such as an organization that fights cancer, heart disease, diabetes, or to any of the following: 

  • Educational institutions 
  • Family foundations 
  • Hospitals 
  • Religious organizations 
  • Organizations devoted to the poor or to social justice 
  • Organizations that help animals

A TURN-KEY SOLUTION 

We have carefully assembled the components: 

  • Our 56 point checklist helps to ensure the correct steps are taken. 
  • We have screened a team of estate planning attorneys, accountants, and trustees for their expertise and reasonable fees. 
  • We’re flexible. If you already have an estate planning attorney or accountant you trust, they are welcome to work with our team. 

NEXT STEPS 

Contact us. We’ll start with a brief questionnaire. If you are a good candidate for G.I.V.E., we’ll walk side by side with you through the process. If not, we can offer other solutions. You only risk a small amount of your time because we will not charge you for the initial conversation. After talking to us, you’ll have a much better understanding of your financial situation. We won’t waste your time. 

 

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