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Other Considerations for Gifting:

Creating a trust will require you to work with an attorney to draft the documents. The fixed cost is a consideration and may not be appropriate for smaller gifts.

Work with your attorney to allow for flexibility as to who is the named charity of the trust. Your charitable intentions can change over time. You may want to add, remove, or broaden the beneficiaries of your trust. Your attorney can help ensure the trust has the written in flexibility to allow you, as the grantor, to make changes to the charity(s) of choice.

During this season of giving, if you are considering making a significant charitable donation, your financial advisor at Fragasso is here to help guide you towards the best strategy considering your charitable intent and family circumstances. Donations to charity do need to be given by the end of year to qualify for your current tax return, and planning early is always a good way to ensure your donation is complete by year end.


The information is not intended as tax or legal advice. You are encouraged to seek tax or legal advice from an independent professional advisor. The content is derived from sources believed to be accurate.