Charitable-Strategies

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Charitable Strategies

Financial Concepts assists our clients with charitable strategies that can provide tax benefits, steady income and wealth management techniques that coordinate around other possible estate planning strategies. We work with your trusted advisors, as well as consult with our own partnered professionals to develop a well thought out strategy that will complete your charitable, estate and tax-relief goals.

The choice of charitable strategies are numerous: Charitable Gift Annuity, Charitable Lead Annuity Trust, Charitable Lead Unitrust, Charitable Remainder Trust along with an Asset Replacement Trust to name a few. In addition, there are Private and Non-Private (Supporting Organizations) Charitable Foundations. Private Foundations provide the ability for more control over gifted assets, but this benefit is offset by more tax restrictions and regulations. Non-Private Foundations provide enhanced tax benefits over a Private Foundation, but limit the ability of the foundation creator to control donated assets. In all practicality, however, consideration is most often given to the source of the foundation’s funding.

Any Charitable Strategy takes time and it takes the effort of trained specialists to develop, arrange and implement the techniques necessary for a well-thought out program. Financial Concepts implements and coordinates the efforts of those involved in the process. Our knowledge, experience and expertise is just a part of what’s needed to create and implement a sophisticated charitable plan; we have partnerships and arrangements in place with legal and tax professionals that can deliver the charitable giving strategy you have in mind. Call us to discuss the benefits and possibilities of giving. Let us coordinate the efforts of many to make your generous desire to give to others a reality.

*Disclosure – Securities and Advisory services offered through representatives of LPL Financial, member FINRA & SIPC. FINRA Branch Office: 233 Bloomfield Road, Burli*Disclosure – Securities and Advisory services offered through representatives of LPL Financial, member FINRA & SIPC. FINRA Branch Office: 233 Bloomfield Road, Burlingame, CA 9401Disclosure – Securities and Advisory services offered through representatives of LPL Financial, member FINRA & SIPC. FINRA Branch Office: 233 Bloomfield Road, Burlingame, CA 94010.

This is not an offer to sell securities, which may be done only after proper delivery of a prospectus and client suitability is reviewed and determined. Information relating to securities is intended for use by individuals residing in California, Oregon, Texas and Washington only. Advisory Services are offered to residents of the state of California and Texas. LPL Financial is not affiliated with Financial Concepts. Financial Concepts offer insurance & financial services to residents in California, Colorado, Florida and Oregon.