Charitable Gift Planning

How interested are you in positioning yourself or your business for charitable giving opportunities? Does it bring you pleasure to share your good fortune with others? How can Cornerstone Financial help you with Charitable Gift Planning?

Are there particular charities you find especially meaningful for your gift giving? Do you wonder just how charitable you can afford to be and still realize other goals?

At Cornerstone Financial Group, we encourage philanthropy and we enjoy assisting our clients with their gift-giving plans. We know that a carefully designed plan can be a step above any expectation for both the charity and the benefactor. And there is little in our practice that gives us more satisfaction than showing our clients how they can achieve optimum benefits by taking advantage of charitable giving opportunities.

We would be pleased to provide you with an initial courtesy meeting to discuss further how your charitable gift giving can be beneficially enhanced. We would also be happy to include your accountant and attorney in meetings, at the appropriate times, to insure proper tax and legal treatment of your gift.