Tax-Wise Giving your guide to tax-wise charitable giving

To give or not to give? Our only bias is that we believe folks should consider charitable organizations in their financial plans because our tax system encourages us to do so and giving tells the world about our personal values and interests. We especially encourage giving through your estate plan. Consider a Charitable Remainder Trust or Charitable Gift Annuity when selling a highly appreciated asset and definitely make a charitable organization a beneficiary on your IRA, 401K or 457 plan – it is very tax wise!

Click a button below to learn more Tax-wise Charitable Giving Gift Annuity for Real Estate Donate to Financial & Estate Literacy

Get Workshop Email Alerts:

These national award winning series were started by Peter Kote in 1993 when he was employed by Long Beach State University. It was designed to educate staff and faculty about financial and estate planning.

It has gone through a multitude of changes with one major goal in mind – pure education in a safe environment to avoid the predatory sales practices of the financial service industry.