Many of our clients have causes and charities they would like to support through lifetime gifts or gifts at their death. Such gifts provide vital financial resources a charity can use for operations, capital improvements, or support of a particular program or service offered by the charity. Charitable gift planning that best meets the needs of the charity, the client, and the client’s other intended beneficiaries can be a highly complex process.
At Fisher & Sauls, P.A., the members of our Wills, Trusts and Estates team help our clients accomplish their charitable giving objectives in the most efficient, cost effective manner possible. Our team handles everything from establishing Charitable Remainder Trusts (CRT) and Charitable Lead Trusts (CLT) to setting up private charitable foundations. We also provide advice regarding the tax benefits of the charitable giving options you are considering.
Our estate planning attorneys will be happy to explore with you the various ways to accomplish your charitable giving objectives and leave the legacy for which you want to be remembered. Call today for a consultation regarding the following:
- Revocable Trusts with Charitable Beneficiaries
- Tax Benefits of Lifetime Giving
- Charitable Remainder Annuity Trusts
- Charitable Remainder Unitrusts
- Charitable Lead Annuity Trusts
- Charitable Lead Unitrusts
- Private Foundations
- Private Family Foundations