What is this?

Charitable giving is the opportunity to give money to non-profit organizations to help the organizations with their current and future budgetary needs and to aid the donor with their current or future income and estate tax concerns.

Charitable Giving can be done as simply as writing a check.  However, many clients have found that taking advantage of our Trust Consulting Services has increased their opportunities to benefit in a multitude of ways.

How does it help me?

Charitable Giving is a way for donors to increase their tax deductions, decrease their capital gains tax, decrease their federal estate tax, and increase their annual income.  By talking to our Trust Consultants our clients have found ways to save tens of thousands of dollars in taxes.  

Who do I contact for questions?

For more information on using the Pry Advisory Group Trust Consulting Services to create a greater benefit for yourself and your family, contact us at 419-423-4481 or email us at info@PryGroup.com.

What do I need to bring?

For the first meeting bring a list of assets and any current estate planning documents.  Additionally, consider bringing in a list of charitable organizations that you find appealing.