Oxford Harriman & Company
Charitable Planning Strategies.
Striving to create a win-win situation for your family and your favorite cause.
Although your primary goal in charitable giving is to help make the world a better place, keep in mind that being strategic in your giving may lead to a win–win situation for your family as well as your favorite causes.
For many families minimizing estate taxes are often a primary concern when considering a charitable giving program.
By making gifts, an individual can reduce his or her estate’s value and potentially reduce or eliminate the federal estate taxes the heirs would potentially have to pay. Also, supporting causes that families care about are also important when making a charitable donation.
Oxford Harriman & Company will work with you to develop a thorough understanding of your charitable intentions and recommend strategies that include one-time gifts, annual gifts, as well as the creation of a long-term giving strategy that reflects the values of your family.
We will work with you to consider the following:
- Facilitate annual donations
- Help maximize tax benefits of gifts
- Manage Charitable Remainder Trusts
- Select and arrange stock gifts and maximize the value of appreciated stock
- Advise on family foundations and non-profit endowments
- Evaluate donor-advised funds
Planning ahead and working with your legal and tax professionals may help increase your charitable giving’s impact. There are a variety of strategies available for incorporating tax planning into charitable giving. Your unique situation will help determine which strategy, or strategies, may be best for your family.
Wells Fargo Advisors Financial Network does not provide legal or tax advice.
