Charitable Giving

How charitable giving protects the good work of others

From arts and service organizations to educational groups, you can help your clients leave a lasting impact on their community, or the world, even after they’re gone. We’re here to help you begin a conversation on the ways charitable giving can support multiple client goals.

What can be a charitable gift?

Real estate

When a deed is transferred to a charity, your client may receive a tax deduction.

Artwork

Donating artwork to a public entity can help your client maximize tax benefits.

Collectibles & valuables

Valuable collections are often overlooked. Know the challenges and opportunities they present.

Business interests

It takes careful planning to donate a business interest in the most tax-efficient way.

Personal property

Jewelry, clothing and furniture can have significant value. Learn the best ways to donate.

Life insurance

Instead of surrendering an unused policy or allowing it to lapse, clients may want to consider gifting it.

Make the most of unneeded life insurance

Situations change over time and sometimes life insurance polices are no longer needed. That’s when they can become a new opportunity to benefit others through a charitable gift. Talk with your clients about charitable options for their unused policies that support their goals.