Giving to charity can be very rewarding and very complicated. There are many issues to balance. There
are family and lifestyle issues. There are legacy and tax issues. Most often these discussions include all
of your professionals, your attorney and your CPA, and sometimes your family. A charitable gifting
strategy is no different from your portfolio in that it must be tailored for you specifically. There are a
myriad of flexible vehicles to use when crafting a strategy and we are familiar and experienced with the
majority of them. We will help you explore these vehicles to find the ones best suited to your needs.
are family and lifestyle issues. There are legacy and tax issues. Most often these discussions include all
of your professionals, your attorney and your CPA, and sometimes your family. A charitable gifting
strategy is no different from your portfolio in that it must be tailored for you specifically. There are a
myriad of flexible vehicles to use when crafting a strategy and we are familiar and experienced with the
majority of them. We will help you explore these vehicles to find the ones best suited to your needs.
Using Life Insurance
Taxes as Philanthropy
We can help you leave a charitable legacy, while still remembering your children, grandchildren, or
others. See our life insurance strategies page.
others. See our life insurance strategies page.
Kodiak Investment Management LLC
Balance Integrity Wisdom Trust Discipline
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If you pay taxes you are a philanthropist. The government distributes your taxes, your “donation”, the
way it sees fit. If you would like to choose how your dollars are used, you may choose your own causes
to support, which reduces the amount you give to the government. We can help you craft a strategy that
directs both current and future dollars to the causes that you choose, not ones that are chosen for you.
way it sees fit. If you would like to choose how your dollars are used, you may choose your own causes
to support, which reduces the amount you give to the government. We can help you craft a strategy that
directs both current and future dollars to the causes that you choose, not ones that are chosen for you.
Charitable Gift Strategies
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