Charitable Bargain Sale
A gift that provides cash to meet your obligations, or an income stream for retirement.
Speak with your trusted professional financial advisor or call (203) 751-9162 to explore which planned-giving option is best for you.
*Must be 70½ years or older.
Highly appreciated property? Reduce your tax burden, create a legacy.
Increased income may not be your primary objective. Instead, as your needs and lifestyle change, you may be wondering how you will deal with some highly appreciated property or a growing family business. Will taxes consume much of the value that you have worked so hard to grow? Will anything be left for you and your family?
We have several options that help you meet your personal goals, save on taxes, and make a gift to your favorite Valley charity at the same time.
A gift that provides cash to meet your obligations, or an income stream for retirement.
Your home is your biggest asset. You can even use it to make a gift and still live there.
Your business is growing. How can you preserve some of its value for your family?