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Substantial lifetime gifting has long been a key element of sound estate planning. That remains true regardless of exemption and gift tax levels, and especially in times of economic volatility. In fact, low interest rate levels and investment values can often increase the benefit of a charitable gift, depending on the structure of the gift.
Through careful analysis and planning, our personal trust team can help you structure a charitable plan that enhances your ability to give; offers favorable tax treatment; minimizes capital gains, gift and estate taxes; and increases after-tax cash flow.
Custom Plans. We can give you ideas to help structure and implement a customized, flexible and highly effective charitable giving plan from start to finish.
Tax-efficient Strategies. Each philanthropic strategy has its own benefits and drawbacks. We will work closely with you, your advisors and your charity of choice to determine which structure is most tax efficient and will help you give more.
With the exception of an outright gift, many philanthropic structures rely on a sound investment strategy. Once you have the right structure in place, our investment management team can customize an investment strategy that seeks to enhance the safety and diversification of your assets while enhancing your giving capabilities.
Speak to a colleague from our Personal Trust Team for more information about how we can best help you with your personal trust administration needs call (800) 773-7100.