Here’s a link to my guest column in the Summit Daily News on behalf of The Summit Foundation.
Occasionally, thinking outside the box is the best course in developing a charitable giving plan. Donors can use almost any kind of property to fund a charitable gift. It pays to conduct a thorough analysis of the various possibilities from tax, financial and legacy perspectives.
Steve Smith, Principal of Right Path Investments is here to guide you with preparations to take your next step. If you're ready to take that step, schedule some time for a one on one with Steve today.