Philanthropy is all about choices: the choice to give, the choice of how to give and who to give to, even the choice of when to declare victory or admit failure. It is a profoundly voluntary act with profoundly important consequences. The choices matter not just because donors contribute to important causes and inspiring people, but because philanthropists contribute to shaping the future for all of us. You may want to consider the establishment of a private foundation to secure a legacy of supporting those organizations that are most meaningful to you and yours today.
You may also want to explore the benefits of Qualified Charitable Distributions (QCD) if you are age 70 1/2 or more and have Required Minimum Distributions (RMD) to manage annually. Contact your Tax preparer for the filing process requirements.
If you would like to discuss your philanthropic interests and potential please feel free to contact our office (585) 637-5981.
"What you earn is a living...
          What you give is your life.....
                    What you leave is your legacy."      R.Wheeler