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CHARITABLE PLANNING

Our services in this area include, but are not limited to:

  • Charitable Goals and Objectives Analysis
  • Lifetime versus Estate Gifting
  • Charitable Remainder Trusts
  • Outright Gifts to Charity
  • Asset Gifting Strategies



Knowing there is "more to life than money" is a cliché we embrace, because it is only through systematically giving back that those who find meaning in charitable pursuits are able to affect a lasting and notable impact on the world. Isolated gifts, although important, don't create the meaningful ongoing working capital and endowments that many charitable organizations depend on for their survival. 

We welcome the aspirations of many of our clients to create a living legacy through good works of financial generosity during their lifetimes or upon their passing. The benefits of such structures impact not only the individual contributing the gift, but their family often over multiple generations. In turn, their estate, and tax treatment are also altered in a positive sense. Finally, for many of our clients these charitable planning actions publicly bring to light their commitment to a cause, objective or need that is currently unresolved in the world. By involving themselves through their gifts and generosity they often also achieve a voice within the organization or endowments they support.

There are numerous financial planning and giving options in the area of charitable planning that allow an individual, estate or business to make a meaningful impact on the charities they support. Many of these strategies are little known, as they exist through channels that most are unfamiliar with unless they've explored this area of structured giving previously. 

We work with our clients to develop complimentary charitable plans that integrate seamlessly with all other aspects of our financial planning work together.



 
 
 Registered associates of Academy Financial Inc. are registered representatives of Lincoln Financial Advisors. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Academy Financial Inc. is not an affiliate of Lincoln Financial Advisors Corp. CRN-1433811-030216

We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time. 

Insurance: AL, AZ, CA, CO, CT, DE, DC, FL, GA, IA, ID, IL, IN, KY, LA, ME, MD, MA, MI, NH, NJ, NY, NC, OH, PA, RI, SC, TN, TX, VA, WA, WV AND WY

Securities: AK, AZ, CA, CO, CT, DE, DC, FL, GA, IA, ID, IL, IN, KY, LA, ME, MA, MD, MI, MN, NV, NH, NJ, NY, NC, OH, PA, RI, SC, TN, TX, UT, VA, WA, WV AND WY

Unless otherwise identified, registered associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.lfg.com

*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm. 

 


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