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

 

 

 

Our firm philosophy is simple: protect assets, grow wealth & live well.
William E. Watson III
Registered Financial Consultant President General Agent
All well managed portfolios hold defensive reserves.
Harlan W. Wiese RFC LUTCF CLTC
Private Client Division Brokerage Manager
Successful people make a habit of doing what unsuccessful people are unwilling to do.
Holly L. Hullum
Private Client Division
Compound interest is good, compound taxation is bad.
Ray Croff CLU ChFC RFC CAP
Registered Financial Consultant Managing Partner - Denton
The success of a financial strategy is often more dependent on its systematic nature than its rate of return.
Kurt G. Poetschke
Private Client Division
The best time to plan is before you have to. If you wait until you have to plan, you are reacting and not planning, and your options are very limited.
Stephen Hull MBA, RFC
Registered Financial Consultant