Charitable Gift Planning

Charitable giving provides our clients a tool to effectively and positively impact their community while possibly avoiding some portion of their estate being taxed. By attentively listening to our clients we can help them craft a charitable legacy that will impact their chosen charities and their community at large. One method to impat a chosen charity is to create an income stream for their chosen charity through a tool known as a charitable remainder trust (CRT).

Charitable gift planning can involve crafting a family foundation to work with numerous charities going forward flexible to change a pattern of giving as the future unfolds, or donating directly to your chosen charity, and/or utilizing a charitable trust. Fellows & Quenzer works with individual clients as well as entity clients that are existing nonprofit organizations in the area of charitable giving.

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