Charitable Giving
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Leave a Legacy of Charity
Some individuals and families greatly value charitable giving and make provisions for it in their estate plans. Important charitable objectives can be accomplished during life or upon death through the use of various trusts and/or direct giving. Charitable strategies enable families to support organizations of choice, while affording valuable income and/or estate tax benefits.
Team Approach
Charitable giving requires careful planning. Individuals and families benefit from having a team of advisors who understand the planning strategies and tax implications involved. One of our Trust Officers can and should be a member of that team, along with your estate planning attorney and tax professional.
If you’re interested in learning more about charitable giving and its benefits, please contact a member of our Wealth Management Division at: (608) 826-3570 or email us at wealthmgmt@lakeridge.bank.