There are a variety of strategies that can help individuals and families achieve their estate planning goals and, at the same time, benefit a charitable organization. Charitable giving may also provide tax-advantaged benefits in other critical areas of wealth management including, for example, the protection of real estate and the diversification of concentrated stock portfolios.
Our attorneys can help you create an individualized charitable giving plan, specific to your needs and goals, and comprehensive in scope. Charitable giving involves analyzing many areas of tax and estate planning and this analysis is an essential part of any such plan and we encourage you to call or contact our firm today regarding your charitable gift planning.
We provide professional legal counsel on a wide variety of charitable giving strategies, including charitable remainder trusts, charitable lead trusts and outright contributions of appreciated property.
In addition, we counsel clients on the benefits of establishing private foundations, community foundations or, in the alternative, donor advised funds.
Furthermore, we also assist clients in analyzing other charitable giving techniques such as pooled income funds and charitable gift annuities.
Moreover, we can assist clients in establishing a remainder interest in a personal residence or farm, or a conservation easement, in favor of the charitable organization.
Please see our article entitled, Charitable Giving Strategies, to learn more about these exciting strategies that enable charitably inclined individuals achieve their goals of giving to a charitable organization such as a church, hospital, university or non-profit organization.
Immediate Legacy™
At Dugalic & Landau, PC we also offer an innovative, patent-pending charitable giving strategy that is designed to provide the following benefits:
- An immediate donation to the charity (university, hospital or church).
- An immediate rate of return to the donor during their lifetime on the amount invested in the strategy.
- Provides the donor with a charitable tax deduction, income and estate tax benefits.
- The total amount invested into the strategy is returned to the donors estate at death (including amount donated to the charitable organization).
- No additional work or cost to the charity or donor in implementing the strategy.
- The strategy involves no ongoing administration.
- The strategy can designed as either a:
- lump sum donation, or
- recurring annual gift.
For more information on ways to accomplish charitable giving, please contact us. We offer free initial consultations, speak Serbian, Croatian, Russian and French and maintain Philadelphia area offices in Upper Darby and Conshohocken, as well as a Mount Laurel, New Jersey, office. Schedule a free consultation today by calling us locally at 610-624-4634, toll free at 1-888-309-6712, or by sending us a brief e-mail message.
