Charitable giving plays an important role in many family plans. Philanthropy can give you great personal satisfaction, but it can also give you a current income tax deduction, let you avoid capital gains tax, and reduce the amount of taxes your estate may owe when you die. Pathstone will help you navigate the many ways to give. You can make gifts during your lifetime or at your death. You can make gifts outright or use a trust. You can name a charity as a beneficiary in your will, or designate a charity as a beneficiary of your retirement plan or life insurance policy. Or you can establish a private foundation, community foundation, or donor-advised fund for substantial gifts. We assist in selecting the most appropriate assets to fund your plan.
- Document & Periodic Review of Family Goals
- Opportunity Identification
- Entity Formation & Implementation
- Donor Advised Fund (DAF) Management
- Foundation Management & Governance
- Mission Statement Development
Families & Individuals services