Charitable Planning

Charitable planning is more than just making a donation to your favorite charities or nonprofits. In fact, charitable planning establishes your legacy, ensures that your funds are managed appropriately and includes customized support to meet your wishes.

Levin Funding Group can help you meet your charitable goals while also carefully managing your investments and assets. We work with individuals and businesses interested in philanthropy and financial planning to offer comprehensive charitable planning services.

If you are interested in charitable planning or gifting, our team can help you with the following options:

• Estate planning

• Charitable trusts to reduce capital gains taxes and estate taxes while supporting designated philanthropies

• The creation of private foundations or charitable family foundations

• Charitable gift annuities

• Charitable lifetime gifts and bequests

• Tax-exempt status

• And more…

The planned giving process can help support your favorite nonprofits while also bolstering your financial health. Levin Funding Group advisers can take you through the process and your options step-by-step to help you determine tax benefits, timing and your overall legacy. Our team can help you allocate your funds, reduce tax implications and change the world for the better.