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Viewpoints about philanthropy
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Giving more for less – maximize donations to charities
Instead of donating cash to a charity, borrow to invest. You'll significantly increase the amount of your donation, and also enjoy significant tax savings.
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Corporate In-Kind Donating
Many business owners invest retained earnings directly in funds and stocks. Giving to charity? Don't sell, donate the investment itself to save on taxes.
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Using Series T for income now and charitable donations later
Giving to charity and saving on taxes both feel good. And a Series T fund can provide tax-efficient income now, and a tax effective way to donate in the future.
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