Investment Related Donations Archives

Charitable Trusts

August 25, 2015
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Investment Related Donations

Charitable Remainder Trusts A “Charitable Remainder Trust” can be used as a financial vehicle which pays you or your chosen beneficiary income for life, for a fixed term, or both. If set up correctly, after the term's completion, the remaining…

Give Stocks or Assets

August 25, 2015
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Investment Related Donations, Ways to Donate

What many potential donors may not know is that donating appreciated stock can be a powerful and quite advantageous financial planning tool. In almost all cases, individuals that donate stocks and securities to organizations such as the Heightened Hearts Foundation…