Take the First Step
01
Start With a Free Consultation
Whether you are a veteran investor or just getting started please explore the options of giving optimized to your specific needs. Giving is more than donating to your local church or charity. It is also about leaving a legacy. There is one-time giving, recurring giving and planned giving. The planned giving is about a strategy that will bring maximum impact to the things you most love and care, and still have enough for your future and your loved ones.
02
Create a Strategy
Creating a giving strategy to specifically meet your long-term needs, is about the giving opportunities and tax implications that is specific to you and your family especially when you have assets that are non-cash or illiquid in nature. One-size-fits-all recommendations won’t cut it when it comes to giving. In the giving space, portfolios like stock or bonds, real estate and business interests can be structured through planned giving.
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Customize Your Giving
Customizing your portfolio for retirement with anticipated spending needs and probabilities of a positive return over your time horizon can also be applied to planned giving space. Customized with right mix of cash, bonds, and stocks to make maximum impact through charities you love can have huge tax savings. Anticipated cash-flow needs, giving needs, current and future tax benefits can be combined to develop a customized asset allocation.
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Manage
Majority of the planned giving opportunities are simple, non-tax related gifts. Planned giving is helpful when bulk of the activity are beneficiary gifts like donor leaving charity as beneficiary in their will, or as beneficiary in life insurance. The 401K and IRAs are the most heavily taxed assets and the worst vehicle to transfer to somebody. For instance, a loving and loyal donor can do more than writing a big check, by giving back in a bigger way. They can leave charity as beneficiary in retirement plans. It is not always the case. To find more about your unique needs request a free consultation.
Get a Free Consultation
If you are ready to take the first step simply fill out the form with some basic information. Accordingly your situation can be evaluated confidentially. Depending on your state and country if further interested one of our registered specialists will be in touch with you.
InvestinK Giving Marketplace.
Investink is a unique giving marketplace which brings donors to the right giving opportunities from a donor’s perspective. We do this through partnering with kingdom impact non-profits and financial advisors and specialists in the giving space.