Philanthropy - Accurate Advisory Group

Philanthropy

Philanthropy

Philanthropy

Philanthropy

Charitable giving plays an important role in many family plans. Philanthropy can give you great personal satisfaction, but it can also give you a current income tax deduction, let you avoid capital gains tax, and reduce the amount of taxes your estate may owe when you die. Accurate Family Office will help you navigate the many ways to give. You can make gifts during your lifetime or at your death. You can make gifts outright or use a trust. You can name a charity as a beneficiary in your will, or designate a charity as a beneficiary of your retirement plan or life insurance policy. Or you can establish a private foundation, community foundation, or donor-advised fund for substantial gifts. We assist in selecting the most appropriate assets to fund your plan.

Services

Document & Periodic Review of Family Goals

Opportunity Identification

Entity Formation & Implementation

Donor Advised Fund (DAF) Management

Foundation Management & Governance

Mission Statement Development

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© 2023 Accurate Advisory Group Inc. All Rights Reserved. Investment advisory services offered through Accurate Wealth Management LLC, an SEC Registered Investment Advisor. Registration does not imply any level of skill or training. Insurance services offered through Accurate Advisory Group Inc. Securities offered through AAG Capital, Inc. Member FINRA/SIPC. Information presented on this site is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Testimonials are from Accurate Advisory Group customers, and they were not compensated.

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