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
Email Travis Koch if you have any questions.