Make an impact through the act of giving

We have helped thousands of individuals to increase income and reduce their taxes. We serve our friends by offering ways for them to be the good stewards for the resources given them. We offer this site to assist you with planning so that your values will extend to future generations.

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Leading for the Future

Leading for the Future
Luke and Candice spent many years volunteering and supporting Hope Channel. They wanted to give back in a way that would help fulfill its mission. At the same time, they were looking for a way to care for their family in the future.

Luke: We heard that with new lower rates, now is the best time in years to set up a charitable lead trust. We could fund the trust with cash or stock and this trust would pay income to the charity for a number of years with the rest of the trust value going to our children in the future.

Candice: We liked the fact that our children would be well cared for and that we could see the result now of our gifts to Hope Channel.

Luke and Candice were also pleased to learn that taxes on the gift to their children would be significantly reduced by the added benefit of a gift tax charitable deduction. After the income was paid to our organization, the remaining trust value would go to their family with very little tax owed.

Luke: Candice and I found that by using a charitable lead trust we could accomplish our goals of helping both family and our favorite charity during our lifetimes.

How can I learn more?

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