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.
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
| Securities offered through NEXT Financial Group, Inc. (NEXT), member FINRA, SIPC, a registered Investment Advisor. Kodiak Investment Management is not an affiliate of Next Financial Group. Neither NEXT Financial Group, Inc. nor its representatives are qualified to give tax or legal advice. Please consult your tax or legal professional regarding your particular situation. Kodiak Investment Management, 16 2nd St NE Aitkin, MN, 56431 Phone: 218-927-1800, Fax: 218-927-1803. To view NEXT Financial Group's privacy policy and other important information, visit the "Clients" section of www.nextfinancial.com. www.SIPC.org www.finra.org |
We can help you leave a charitable legacy, while still remembering your children, grandchildren, or others. See
our life insurance strategies page.
our life insurance strategies page.
Kodiak Investment Management
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.
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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