Our advisors tell us that many individuals capable of making a significant charitable gift do not understand how to best structure a gift of this nature. Family wealth planning can be exciting, provocative, and extremely stimulating. Did you know that…

• you can pass the entire value of your estate onto your heirs estate tax free?

• you can sell your highly-appreciated assets and not pay a dime in capital gains taxes?

• by opting out of paying all estate and capital gains taxes, the IRS will give you a current income tax deduction for doing so?

• you and your family can become multimillion dollar philanthropists while actually increasing the size of the inheritance to your children?

Contact the Foundation Office for additional information.