|
|
|
|
|
CHARITABLE PLANNING
For more than two centuries, Americans have been dedicating a share of their resources to make
life better for others. Today, you and thousands of others contribute more than $250 billion each
year. Many people start giving because of the tax benefits but then discover the personal
satisfaction which only philanthropy can provide.
Meeting Your Philanthropic, Financial, and Personal Goals
When practiced effectively, philanthropy is most rewarding for you and for those to whom you give.
Team Oliver will be happy to help you explore the areas below so that your charitable giving
meets not only your philanthropic goals, but is also integrated with your financial and personal goals
as well.
| |
| • Plan your giving to maximize its impact
• Follow your passion to give your philanthropy
personal meaning
• Put your philanthropy into practice with
effective follow-through
• Explore the many ways to give to your
favorite cause
• Find out about the benefits of giving
• Understand the different tax deductions for
charitable gifts
• Compare your charitable giving options
Certain charitable giving techniques also can contribute to your estate planning – such a charitable remainder trusts, charitable lead
trusts, charitable gift annuities, donor-advised funds and private foundations. Contact us today for a complimentary consultation.
|
|
|
Financial Life Advisors (FLA), a Registered Investment Adviser, and Jim Oliver & Associates, P.C. (JOA) are under common ownership and control. Team Oliver is used to describe collaborative services of both firms. Professional tax services are provided by JOA and investment advisory services are provided by FLA, each under separate agreements.
| |
|
|
Sign up here to schedule a
COMPLIMENTARY
consultation with a member
of Team Oliver.
Please bring a copy of last
year's income tax return.
|
|
|
