Charitable Giving

The Simple Act Of Kindness.

We, like most of our clients, are passionate about giving back. Cash is still the most common way gifting is done even though there are typically better strategies. We can work with you to develop a plan to help achieve that your gifting is done in a tax-efficient manner. We take a long-term view and develop a plan for gifting that can include:

Develop a family mission statement and work with you to use gifting to help teach values and habits to your heirs.

Establishing a Donor Advised Fund or Family Foundation.

Making gifts of appreciated stock.

Making gifts from your tax deferred retirement accounts with a Qualified Charitable Distribution (QCD).

Develop a plan for gifting after your death to create a legacy.

*Please Note: Limitations.  The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. BFSG does not prepare legal documents or tax returns, nor does it sell insurance products.

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