Charitable Planning2016-11-22T10:35:35+00:00

Charitable Planning

Many individuals are charitably inclined. Charter Trust can help in the planning process to ensure that the charity of choice benefits properly, and the individual takes full advantage of all tax benefits, as well as to ensure proper cash flow. There are several ways charitable giving can be accomplished. They include one-time gifts, Charitable Gift Annuities, Charitable Remainder Trusts, Charitable Remainder Uni-Trusts and Retirement Plan Gifts. In the planning process it is important to determine if it is a one-time gift or multi-year gift. In making charitable gifts, decisions need to be made to determine if cash, securities or other assets should be used in making the gift.

Visit Charter Charitable Foundation for professional services.  Charter Charitable Foundation was created in 2006 to provide individuals, families and organizations the opportunity to fulfill their charitable intentions.  The Foundation is recognized by the IRS as a private charity and is eligible for tax-exempt status under section 501(c)(3) of the Internal Revenue Code.

For more information visit the foundations website