There are several flexible options for your clients to build charitable giving into their will or estate plan. We can assist your client with gifting appreciated securities or real estate, leaving a legacy gift in your estate plan, as well as naming a fund as a beneficiary of your life insurance or IRA.
Because we are a public charity, contributions qualify for the maximum deductions for income, gift, and estate taxes. We will provide assistance, as you work with your clients to consider various options.
As your client's professional advisor, we will work with you to discuss the benefits of various gift vehicles.
Our well-managed investment portfolio, coupled with sound financial management of your clients' assets, ensures that their charitable intent is preserved, now and for generations to come.
Please consider adding charitable giving through the Community Foundation of Chippewa County to the checklist of services to discuss with your clients. The future generations of our community will thank you.
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