(501) 975-6266

Charitable Planning

Many of our clients have made giving a meaningful part of their life. These clients recognize that charitable giving—whether to their church, their college or university or some other cause that is important to them—should be done thoughtfully and in the most tax-efficient manner.
There are a variety of solution that allow individuals and families to structure their lifetime giving as well as their gifts at death to be designed in a way that maximizes the benefit to their families as well as the causes that are important to them.
On occasion, some of our clients have come to see family philanthropy as a way to further instill values in the lives of younger generation family members who may have become disconnected with the source of their wealth. Some of the tools we use in charitable planning include:
  • Charitable Remainder Trusts
  • Charitable Lead Trusts
  • Lifetime and Testamentary Charitable Gifting Strategies
  • Non Profit Corporations
  • Family Foundations and Supporting Organizations
  • Donor Advised Funds
Charitable strategies can be used to minimize capital gains tax, income tax and estate tax. When thoughtfully crafted, these solutions can sometimes be implemented in a way that does not diminish the wealth passing to family members. These “win-win” outcomes can be very compelling.
For more information on consideration when planning charitable giving, click [here].
Winburn, Mano, Schrader & Shram, PLLC
The Centre at Ten Building
12921 Cantrell Road, Suite 309
Little Rock, AR 72223
Phone: (501) 975-6266
Fax: (501) 224-0628