Charitable Giving & 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 seeking to reduce or avoid 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

The advisors at Kimball Creek Partners have the expertise to assist you with your charitable giving goals, appropriate donation amounts and strategies that work to maximize tax benefits given your income or assets.

*This information is not intended to be a substitute for individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor. 

Need More Information?

We're happy to help with your retirement planning.
Search Kimball Creek Partners