When you donate to charity you want to maximize the benefits of your gift and assure the gift is utilized as intended.

Some representative issues in helping you plan include:

1. Lifetime gifts save income taxes and estate taxes.
2. Gifting appreciated assets avoids tax on appreciation.
3. Charitable trusts can allow an income stream to be retained.
4. Gift annuities allow an income stream to be retained.
5. Contracts on major gifts assure compliance with donors wishes.
6. Family involvement.
7. Donor advised funds.
8. Charitable foundations.