Our clients prioritize giving to CHARITY. Our role is to maximize the impact of their generousity and provide financial support for their causes in good and bad economic times. Ira discusses on TriathlonTV several strategies that will make donations of all sizes larger. Appreciated assets and Donor advised funds sound complicated, but in fact take less time to set up than signing and mailing a check. When you donate appreciated assets, you get tax deductions of the full value of the gift and avoid paying capital gains taxes.
Donor advised funds allow you to take advantage of your tax bracket and get your deductions immediately. Then distribute to your favorite causes when you want. Its a great way for retirees and those with fluctuating income to get the maximize tax deduction while giving them the ability to distribute donations through good economic times and bad. If you work for a charitable organization and arent set up to receive appreciated assets or want to educate your donor base, contact us at www.triathlonpartners.com. Let us help you maximize your donation and create a consistent cash flow.
Click on the video links below to watch the two part series on Maximizing Charitable Gifts. Our goal as your advisor is to engage, educate and empower our clients to make confident decisions that best fit their objectives. Triathlon Partners likes S.TU.F.F., Subcribers, Thumbs Up, Friends and Followers, clicking on those social media buttons are greatly appreciated.
Additional resources
Tax-Apocalypse: Take Control of your Legacy
The Rule of 72: Double the FUN !!
What is the Correct Amount of Life Insurance
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