The Art of Gift Planning: Charity

An often overlooked discussion in the estate and financial plan is charitable gift planning. It is true that there are many financial and tax benefits associated with charitable gifts, however, rarely are these benefits the motivating force in making a gift. In Scripture the word charity is synonymous with love. St. Paul tells us that if we would give all of our estate away but did this without love we are just making a loud noise. Today He would probably add doing it for the tax deduction. It is love that brings meaning to our giving and our lives. Whether it is love of family, a spouse, our Lord, our church, college or the Arts, love connects our charitable giving to our soul. It is love that brings joy to giving.  

The cornerstone of the Foundation is Christ-Centered love. We can speak the language of faith in the charitable giving conversation because it is in our institutional DNA. Giving comes from the heart, it is love in action. Structuring that gift is a thinking “head” activity. Partnering with families we serve as a skilled facilitator, connecting the heart and the head through meaningful discussions.