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VALUE-ADDED PHILANTHROPY
HOW TO OPEN A FUND
REQUEST A PERSONALIZED FUND DESCRIPTION
WHY GIVE
FREQUENTLY ASKED QUESTIONS
Expertise to accept a wide
range of assets
Create a legacy
Gifts from wills and
revocable living trusts
Investment Management
Glossar
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There are as many reasons to pursue philanthropy as there are people in this world. What holds true for almost everyone, however, is the sense of purpose and pleasure that comes with helping others. Here we’ve tried to highlight some reasons you may not have considered.
Direct charitable contributions can help you:
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Reduce your current-year income tax liability |
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Avoid capital gains taxes when certain appreciated assets are donated instead of sold |
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Remove assets from your taxable estate |
Depending on the type, a charitable trust can help you:
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Reduce your current-year tax liability through charitable income tax deductions |
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Generate current income for you and/or your family members or friends |
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Preserve assets for long-term growth |
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Avoid capital gains taxes by donating appreciated assets instead of selling them |
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Remove assets from your taxable estate |
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Reduce or eliminate transfer taxes for gifts to your loved ones |
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Fulfill aspirations and passions |
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Give back to your community |
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Connect with others who share your interests or passions |
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Involve family in philanthropy, uniting them around a purposeful mission |
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Deepen understanding of community needs |
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Receive recognition for good works (or give anonymously) |
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Perpetuate a certain viewpoint or philosophy |
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Honor or memorialize a friend or loved one |
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Leave a lasting legacy |
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Express gratitude |
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