Disclaimer

The material presented on this website illustrates general concepts and ideas in charitable gift planning, but is not offered as professional estate planning, legal or tax advice. Examples of tax benefits and results of various examples shown are based on the stated IRS Discount Rate and on other assumptions which may not apply to your own situation at the time of your gift.

You are strongly urged to seek the advice of your independent tax advisor, attorney, and/or financial planner to make certain a contemplated gift fits well into your overall circumstances and planning, and to determine the applicability of any strategy to your personal situation.

All material is presented solely as educational information and is not a solicitation or offer. Any tax information contained on this website is not intended to be used, and cannot be used, to avoid any penalties imposed under the Internal Revenue Code.

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