October 4, 2015

Charitable Planning – The G.I.V.E. Strategy

What if you could have more money for your retirement and your heirs by giving money to charity?  Would that be a conversation that you would like to have?

Depending on your financial situation, G.I.V.E. may save you taxes on capital gains and can potentially make a portion or all of your retirement plans tax-free.  If you own a business, have appreciated securities, raw land, rental property or commercial property you most likely are a good candidate for the G.I.V.E. Strategy.

Charitable Giving

The G.I.V.E. Strategy is focused on securing your retirement and protecting your estate for your heirs — all while helping others through your favorite charities.

Step 1 – Initial Evaluation

We will begin with a brief questionnaire to determine whether you are a candidate who may benefit from the G.I.V.E. suite of financial strategies. After a brief review of your present financial position, we’ll be able to identify strategies which benefit you best.

Step 2 – We Help Coordinate Everything

The G.I.V.E. Strategies can be implemented as a turn-key solution. Simply put, we handle everything that needs to be done for you! We’ve carefully assembled all the components through an exhaustive 56-point checklist designed to ensure that you’re covered every step of the way as we implement the G.I.V.E. Strategies for you.

Step 3 – You’re Still In Control

Trust and reliability is everything, which is why Citadel Wealth Management has pre-screened a team of skilled estate planning attorneys, accountants and trustees renowned for their insight, expertise, and reasonable fees. But, since this is your money and your future — we like to remain flexible. If you already have professionals you use and trust, no problem we are always looking for local professionals to work with.