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  3. Estate Planning

Estate Planning

A donor advised fund can play an integral role in the estate planning process. The following articles and resources can help. Contact us or call at 1-888-966-8170 with any further questions.

Note: The information provided herein is for informational purposes only and should not be interpreted to constitute legal and/or tax advice. Donors should consult their legal and tax advisors regarding their specific situations.

Whitepapers, Ebooks & Articles

  Your Estate Planning Organizer
  "Keep the Cash: Non-cash Asset Donations Can Provide Big 'Bank' for the Buck" - CRAIN'S Cleveland Business , November 9, 2015

 

Additional Insights

 Estate Planning for Individuals
 How to Build your Financial Practice Through Estate Planning
 How to Build a Relationship to your Client’s Heirs
 Generational Wealth Transfer: Helping Your Clients Prepare
 Keeping the Next of Kin as a Client

 

 

Thought Leadership

  • Real Estate
  • Retirement Planning
  • Choosing a Donor Advised Fund
  • IRA Charitable Rollover
  • Scholarships
  • Life Insurance
  • Building your Financial Practice
  • Bequests
  • Private Foundations
  • Charitable Planning Conversation
  • Charitable Trusts
  • Closely-Held Shares
  • Tax Savings
  • Roth IRA Conversion
  • Estate Planning
  • Selling a Business?
  • Agriculture
  • Forced Capital Gains
  • Donors: Advice for Giving

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Fax: 330-656-2063

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