Split-Interest Giving Tools
Often referred to as a gift that gives back, split-interest gifts can be an integral part of your overall financial plan. Each can provide income tax and estate tax advantages. The life income stream to you or your loved ones can be tailored to your individual needs. Our professional staff can answer questions about drafting documents, choosing a trustee, and determining what assets are appropriate for use in each type of split-interest gift. View this chart to see some helpful information about these split-interest giving tools.
For a detailed discussion of the services we provide you and your advisors, please contact us at 1-877-650-5377 or by email.