- Who We Are
- Resource Center
Tax efficacy is a long-standing benefit of philanthropy in the United States, since the IRS recognizes charitable contributions as a viable tax deduction. Make charitable giving part of your clients' long-term tax strategies--not just at year end--and help them reduce their taxable income, avoid capital gains, and minimize financial burden.Tax benefits of giving with a philanthropic account:
All assets are not equal. For example, an appreciated security donated directly to charity, rather than sold first and then gifting the proceeds, enables the donor to maximize the value of the gift.*
*Securities must be held for more than one year.