If you are charitably inclined and looking to create a legacy for you and your family, Advocacy Trust can help guide you through this process. Specifically, we can help you design and implement a philanthropic strategy that allows you to focus on what is important to you. Leveraging a range of philanthropic vehicles including donor-advised funds, charitable trusts and private foundations, you and your family can make your philanthropic vision a reality.
Through these strategies, we can assist by:
- Saving your heir’s estate and gift taxes;
- Providing you asset protection from creditors;
- Avoiding capital gains taxes on contributed assets; and
- Creating on-going tax deductions.