Charitable Giving

Charitable Giving

The Philanthropic Expander™

Do you wish to benefit a beloved 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?

The Philanthropic Expander ™ 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 philanthropy goals.

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