Our Services
Preparing and completing a gift plan is usually a team process that includes the donor(s) and their professional advisors. We are quite willing to work with those advisors to complete a plan. We have established a professional advisory group with many years of experience in discussing issues such as:
- Concepts of overall family plan
- Temporary gifts whereby the Foundation would receive the income earned on an asset for a period of time while the donor retains ownership
- Gifts of non cash assets such as vacation home, residence and other real estate
- Estimating the net after tax cost of a gift
- Succession plans for a family owned business
We are happy to recommend professionals at a member's request. All discussions are confidential.
