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.

Healthy:

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.