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personal planning: charitable gifts/bequests
You always said you wanted to make a difference in the lives of others. Now that you’ve provided for your family, you’re ready to fulfill your philanthropic goal. Carefully planning your charitable giving provides protection for those who are important to you.

Charitable giving can be designed to work in concert with your other objectives, such as helping your children keep your treasured family vacation home.

trust services
Are you a charitably inclined individual who is looking for a tax deduction, an income stream while avoiding capital gains tax, protection of assets from creditors, or savings of estate and gift taxes for heirs?
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life insurance
The most straightforward method of using a life insurance policy for a charitable purpose is to designate a charity as the beneficiary of some or all of the proceeds. You can also transfer a policy, set up a charitable gift annuity or establish a charitable trust. Using life insurance to shape your charitable gifts ensures that your generosity does not negatively impact your family’s resources. A properly managed program guided by your financial professional lets you maximize your gift to charity as well as its estate advantages to you and your survivors.
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family business resources
The family business resource section offers educational opportunities that can help equip you to face the challenges of protecting your business.
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businessKillers® is an innovative workshop that can help you recognize and avoid the six mistakes that could destroy your business and threaten your personal financial future. One module in this workshop deals with some of the tax benefits of charitable giving.
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businessKillers® is a registered trademark of Lighthouse Strategic Projects Group, Inc. Langhorne, PA
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