Ways to Give

When to Give

There are philanthropic opportunities that can arise as you are making major business, personal, and financial decisions. We will help you identify those opportunities and select the right assets, time, and ways to give.

Here are just a few common events or situations that may provide an opportunity for giving:

• Selling a business, house, or other major assets
• Estate planning (especially for individuals without descendants)
• Starting a nonprofit or private foundation
• Leveraging equity in a closely held family business
• Teaching family members about philanthropy
• Preparing for retirement

How to Give

• Cash equivalent via check, wire transfer, or electronic funds transfer
• Cash value of a life insurance policy
• LLC and limited partnership interests
• IRA contributions
• Mutual fund shares
• Private stock
• Publicly traded bonds
• Legacy gifts through a will or trust