Planned Giving

Planned giving is the marriage of philanthropy and smart financial planning. Download the Planned Giving Booklet.

It helps you make the most of your assets during your lifetime and helps you make future charitable gifts that are often much larger than you may have thought possible.

Planned gifts use financial, estate and tax planning techniques that can lower your income and estate taxes, and reduce (or eliminate altogether) capital gains taxes. Some planned gifts give you a stream of income during your lifetime while others enable you to continue enjoying the use of an asset even after you have given it away to charity.

Together with your financial and legal advisors we help you make an impact on the charitable organizations you care about while making the most advantageous financial decisions for you and your family.

Learn more about…

Donor Advised Funds
Charitable Trusts

For more information, contact Executive Director Mitch Moser at 414-390-5718.

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