By supporting people and causes you believe in, you’re putting your assets to some of their highest use. The rewards are many.
We can help you explore the possibilities of giving in ways that increase not only the value of your gift, but its worth to your overall financial plan.
Your options for smart giving go well beyond cash. Gem State Financial Group can help you give in ways that reflect your values, your goals, and your finances. In addition to funding through cash, securities or donor-advised funds, we can help you establish trusts and include philanthropic gifts in your estate plan to create a lasting legacy.
We also focus on the creation and management of foundations and endowments to ensure ongoing funding over many generations. And because we believe in investing in the community ourselves, we can help you work directly with nonprofit organizations so that you can give in the most helpful way possible.
When you want to make a contribution, consider giving appreciated assets. This has more than a few tax advantages. We'll work with you to find the most suitable strategies.
High-net-worth individuals actively give back to society, largely through traditional philanthropy. As an important part of the wealth planning process, we look at your charitable goals and activities. While working with your CPA we’ll expore many different tax advantaged opportunities.
Advantages Of A Private Foundation
These assets can be donated directly to a private foundation and provide a fair-market-value charitable income tax deduction without triggering capital gains taxes. Once in the foundation, these assets can be held or converted to a diversified, managed portfolio.When you want to make a contribution, consider giving appreciated assets.
One of the most important ways our clients give is to family. Be it cash or other assets, gifts can support and celebrate those you love. Even here—and maybe especially given the family dynamic—it’s important to plan before giving. We can provide guidance built on decades of experience as you consider gifts to family members for anything from tuition and medical costs to birthdays and weddings. With a good plan, you can feel even better about your gift because you were smart about it.
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* Representatives offers products and services using the following business names: Gem State Financial Group – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Gem State Financial Group.
Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.