Charitable Giving

Charitable Giving

Do you have charitable intent? Do you wish to benefit a particular charity or alma mater? Do you have appreciated property that you don’t need? Would you like to benefit your charities in the most tax-efficient way possible? Do you know how much you can afford to give away?

At SKWealth, the charitable planning process takes that charitable intent and includes it in your financial planning forecast. We will consider the most tax-efficient way for you to accomplish your charitable intent, whether it means gifts of appreciated securities, establishing charitable remainder trusts, or simply taking advantage of the most current IRS rules and regulations. Whether your charitable planning occurs during lifetime or at death, we can help work with you to accomplish your charitable goals.

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SKWalth considers the most tax-efficient way for you to accomplish your charitable intent and includes it in your financial planning forecast.