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Palestra Financial
1904 Duck Slough Blvd
Trinity, FL 34655
Phone: (844) WHY-PLAN™
Website: www.PalestraFinancial.com
If you have considerable wealth — and even if you don’t — you might wonder how to leave a financial legacy behind for a beloved organization or favorite charity.
Giving USA found that giving by individuals grew at a higher rate than other sources of giving in 2016. Individuals gave an estimated $281.9 billion, a 3.9% increase from the prior year. With major fundraising efforts in 2017 for victims of the rash of natural disasters in North America, the pace of giving may not slow soon.
If you’re short on cash, gifts of appreciated assets like stocks can help organizations that accept them. Individuals can also name charitable organizations as beneficiaries of life insurance policies.
The CRT can specify how long an income stream will last and when the trust’s term will end, upon which assets will pass to the charitable organization named in the trust. One caveat: Make sure you are okay parting with any assets you intend to pass to a CRT, which is an irrevocable trust. Once you make the transfer, your decision is permanent.
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Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Palestra Financial and JWC/JWCA are unaffiliated entities.
Palestra Financial and LTM Marketing Specialists LLC are unrelated companies. This publication was prepared for the publication’s provider by LTM Client Marketing, an unrelated third party. Articles are not written or produced by the named representative.
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