LOOKING FOR A WAY TO LEAVE A LASTING IMPACT?

Did you know that there are ways to give gifts that can last for a lifetime, while also helping  you follow a financial strategy that can minimize your tax liabilities?

Examples of gift planning:

  • Gift by will
  • Stock, bond, and mutual fund donations
  • A charitable lead trust
  • Retirement plan gifts
  • Donor advised funds
  • Donation of real estate, cars, or other assets such as artwork 

Click HERE for our Giving and Getting Involved brochure and email Kyle Killebrew if you have any questions.