A Charity's Perspective on Incorporating Charitable Gift Planning into Current Financial Planning and Estate Plans
We invite you to join us for breakfast as we learn about charitable giving techniques from the President and CEO of Community Foundation of Western Nevada, Christopher P. Askin.
Chris works with dozens of professional advisors and their clients in Northern Nevada on charitable plans that utilize current giving, certain types of assets, and various instruments including split-income instruments to provide current tax benefits as well as estate tax avoidance. The vast majority of clients are those who are charitably minded and who have estates that range from $1-$10 million. Most clients don’t realize the current tax benefits they can realize, but the big gain on these relationships is the enjoyment that clients have when they leverage tax avoidance to increase their charitable giving, in concert with professional advice on how ensure that their giving has the intended result. A by-product that is also important to clients is the ability to simplify their assets, and their lives, through charitable giving. Many also see increased income through the remainder of their lives by making gifts now rather than waiting.
