Charitable Giving

Charitable Giving

A Charitable donation is defined as a gift made by an individual or an organization to a nonprofit organization, charity or private foundation. Charitable donations are commonly in the form of cash, but can also take the form of real estate, motor vehicles, appreciated securities, clothing and other assets or services.

But more than that, a charitable gift allows a donor to make a difference, to make an impact on an individual’s life, to give back to their community that they live in.

We have found that most people want to give. They just do not know how. They do not realize that there are so many tools that are available to everyone which will help them achieve their goals and at the same time alleviate any concerns they may have. One concern is to make sure they do not outlive their money. There is a tool for that. It is called a gift annuity.

From healing and educating to feeding the hungry and providing relief in times of crisis, the charitable sector is inextricably linked to our communities.

So, what’s your cause?

  • Advocacy
  • Arts
  • Education
  • Environment
  • Health
  • International
  • Religion
  • Social Services
  • Youth


Here is a list of ways we can help you support your cause.

  • Bequests
  • Importance of a Will
  • Appreciated Securities
  • Gift Annuities
  • Deferred Gift Annuities
  • Endowments
  • Flexible Gift Annuities
  • Giving to Faith Based Organizations
  • Giving to Higher Education
  • Retirement Plans
  • Tangible Personal Property
  • Life Insurance
  • Real Estate
  • Retained Life Estate
  • Lead Trusts
  • Remainder Trusts
  • FLIP Unitrusts




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Stephen Hull MBA, RFC
Registered Financial Consultant
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Registered Financial Consultant Managing Partner - Denton
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Private Client Division
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Private Client Division Brokerage Manager
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Private Client Division
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Registered Financial Consultant President General Agent