Charitable Trust Accounts

  • Realize same-year tax benefits if you itemize deductions.

  • Potentially eliminate capital gains tax on the contribution of appreciated non-cash assets and investments.

  • Invest account assets for potential tax-free growth, helping you have more to give to charities.

  • Give when it is convenient and meets your charitable goals.

  • Create a lasting charitable legacy.

Bruce Kramer Financial Services and LPL Financial do not provide tax advice. This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.

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