Did you know that giving to your favorite charity could make a significant impact on your taxes or estate plan beyond the satisfaction of knowing you made a difference? Kennedy Financial Services specializes in helping clients identify what they hope to accomplish before implementing a life plan that incorporates tactical solutions to meet those needs.

 Did you know…

•  You don’t have to be dead to leave your estate to a charity.
• Charitable gifting could help you avoid capital gains on appreciated assets in addition to lessening estate and income tax.
• There are many tools available to make charitable giving a family effort for generations to come such as Trust Planning and Family Foundations.
• Charitable giving can be a win-win situation.

 Most people do not believe they are able to provide for their charitable goals within their Life Plan or realize the many advantages it offers. It may be a perfect tool to achieve your other Life Planning goals. Remember, it is always about Living Life on Purpose!

 If you would like guidance unique to your situation, please contact us today to schedule a no cost, no obligation consultation with our advisors. We also invite you to view our articles for additional information on how Life Planning can help you build a better future.