Legacy Giving; Are you leaving a legacy?

The greatest legacy one can pass on to one's children and grandchildren is not money or other material things accumulated in one's life, but rather a legacy of character and faith.
~Billy Graham

Are you leaving a legacy?

Did you know that you and your children can benefit from the same charitable gift? Legacy giving allows you the donor to benefit in ways that you may have never considered!

From the donor to the heirs to the charitable organization, everyone benefits. Well...everyone except the IRS!

Would you like to increase your retirement income, reduce taxes and maximize wealth to your heirs?

The Benefit of working with Golden Rule Wealth Advisory is that with our knowledge, experience, and passion, we can help you and your family maximize the inheritance you leave for your children and charitable organizations.

Taxes

Avoid capital gains taxes on highly appreciated assets. Enjoy tax deductions now for future giving. Receive a tax deduction for your house while living in it.

Income

Receiving a pension-like income from a charitable gift. Increase your income while reducing your taxes.

Assets

Gifting assets instead of cash, allowing you to reduce or eliminate capital gains tax and get a tax deduction instead! Make a gift from a retirement account without being taxed.

Giving

Multiply your giving with dollars that would have otherwise gone to the IRS.

Did you know?

Here at Golden Rule Wealth Advisory, we work with both the giver and the charitable organization. Does your Non-Profit organization or church need guidance on how to teach your donors about potential giving opportunities that they may not even know about?

If you’re an organization that needs help teaching your donors about potential giving opportunities, we are here to help! Give us a call and we’ll discuss the details together.

Non-Profit