October 11, 2015

G.I.V.E. Profile

Baby Boomers:

People between ages 45 and 70 may benefit most from the G.I.V.E. strategy.

Appreciated Assets:

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. program.

Tax Averse:

Everyone pays taxes, but no one wants to pay more than they have to.

Charitably Inclined:

Perhaps you have volunteered at a hospital or soup kitchen. Maybe you feel good when you give money to your alma mater or to your religious organization. Possibly you’ve felt you just can’t afford to give a lot to charities because it will negatively impact your retirement or leave less to your children. We can help you put together a plan that could be profoundly meaningful to you and, at the same time, may positively impact your retirement and estate plan.


The G.I.V.E. strategy is designed to work over time. There is quite a bit of tax advantaged and tax free income derived from this strategy. The longer you live, the better.