Ideally, charitable giving is done in such a way
as to maximize the tax-deduction for the donor and
benefit your favorite charity with any highly appreciated
It is somewhat common knowledge that giving to charity
creates a tax deduction in the year the gift was
given. However, often overlooked is the ability to
extend those tax deductions over the life of the
donor, and at the same time creating monthly income
for the individual.
If you would like to discuss your charitable giving
options, please inform your advisor.