Charitable Giving

an important aspect of your life.  Some people prefer to make monthly or annual contributions, while others prefer to leave testamentary legacies with charitable organizations or religious institutions dear to their hearts.  We can help you plan and perform your charitable giving goals so that your gracious gift is made in the most effective, tax efficient manner possible for both you and your chosen organizations.  Indeed, we will coordinate with you and your financial to advisors determine the tools that will allow you to achieve your charitable giving goals, including:

  • Outright testamentary gifts;

  • Gifts from retirement accounts;

  • Charitable remainder interest or annuity trusts;

  • Charitable lead interest or annuity trusts; and

  • Donor advised funds.

Contact Sundin Law Office today for your complimentary initial consultation, so we can help you achieve your charitable giving goals.