Charitable Giving

         

Thousands of charitable-minded investors have discovered donor-advised funds as an alternative to direct giving or creating private foundations. 

A donor-advised fund is a charitable giving vehicle set up under

the tax umbrella of a sponsoring public charity. An individual or family

makes an irrevocable, tax deductible contribution of personal assets to the sponsoring charity and at any time thereafter can recommend grant distributions to qualified charitable organizations.

We make donor-advised funds available through American Endowment Foundation (AEF).  AEF acts as a neutral platform for donor-advised funds, giving you the flexibility to contribute a wide range of assets, including cash,

publicly-traded securities, closely-held stock, life insurance, and real estate.

              

          Donor-advised funds can provide you many benefit opportunities, including:

• Maximum and immediate tax deduction, regardless of when grants are made.
• Involvement of family members in charitable and philanthropic activities.
• Establishing a legacy that perpetuates the family name.
• Greater flexibility for donated assets, such as restricted stocks and real estate.
• Broad investment flexibility.
• Better organization of giving, one annual tax receipt.

  

               

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Should you have any questions or would like more information on our firm, please feel free to

email us at Tracie Jamison or call us at 785-842-3976. We look forward to hearing from you.

Securities offered through NATIONAL PLANNING CORPORATION, a registered broker/dealer. Member FINRA & SIPC

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