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Philanthropic Giving and Gifting Strategies 

Our clients have embraced the idea of charitable giving as an important part of financial stewardship and comprehensive financial planning. 

By carefully considering your giving goals, Kimball Creek Partners can help you review options for charitable gifts during your lifetime, evaluate solutions that provide lifetime income, and build a charitable plan transferring wealth while reducing or avoiding taxes creating a legacy of giving. 

When supporting charities that are important to you and your family, donation options include:

  • Donor Advised Fund
  • Private Foundations
  • Charitable Remainder Trust
  • Pooled Income Funds
  • Charitable Gift Annuities
  • Charitable Lead Trusts

Kimball Creek Partners has the expertise to assist you with your charitable giving goals, appropriate donation amounts and strategies to maximize tax benefits given your income or assets.