There are many ways we can support you and your clients:
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Would you or your colleagues be interested in learning more about how charitable giving can benefit clients? Our staff often speaks to groups about:
- Charitable giving options
- Community needs and issues
- Our grant making priorities and impact
- Planned giving
- Charitable giving benefits
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We are glad to "run the numbers" for you if a client is interested in a charitable trust. Many clients seek giving opportunities that provide capital gains savings, an income tax deduction, and a lifetime income for the donor, donor's spouse, or another individual. We can provide not only the tax deductions that are available to your clients but illustrations, a brief description of the gift plan, and annual cash flow projections.
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We can assist your clients and their families with their philanthropic planning that incorporates their charitable goals with their personal financial goals. We can also create a giving vehicle that best meets their needs. |
We have lots more information available and would be glad to send you materials on any of the following:
Donor Advised Funds
Bequests
Life Income Gifts
Charitable Lead or Remainder Trusts
Charitable Gift Annuities
Simply call Leslie Karotkin at 303.300.1790 or send an e-mail.
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