CHARITABLE PLANNING
Establishing a formal plan to carry out philanthropic interests can be one the most rewarding endeavors in wealth transfer planning. Incorporating charitable strategies into your plan can bring your visions of benefiting others to reality while benefiting yourself financially in the process.
From establishing private foundations to immediate and deferred gift planning, we help realize your charitable goals while maximizing the income, estate and gift tax benefits the different strategies provide. Some of the charitable planning strategies our clients employ include:
- Private Foundations
- Charitable Remainder Trusts
- Charitable Lead Trusts
- Charitable Gift Annuities
- Pooled Income Funds
Recent legislative changes have expanded the options available to transfer assets to charitable organizations. Our experience and contacts within the charitable community create a unique opportunity to fulfill your philanthropic visions as a part of an integrated wealth transfer strategy.
We Specialize In:
- Proprietary Life Insurance
- Private Wealth Transfer
- Business Succession
- Charitable Planning
PHILOSOPHY:
BryanMark's experience and contacts within the charitable community create a unique opportunity to fulfill your philanthropic visions as a part of an integrated wealth transfer strategy.
Legal Disclaimer:
BryanMark Financial Group, and/or its agents are licensed to sell traditional life insurance in: FL, IL, IA, IN, KS, MO, NE, NC, OK and VA. Insurance services are limited to residents of the listed states. Residents of other states should consult with a local agent for insurance services.
Securities products, may be sold in the following states: IL, KS and MO. Residents of other states should consult with a local registered representative for securities products.
Securities and Investment Advisory Services offered through registered representatives of M Holdings Securities, Inc., A registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. BryanMark is independently owned and operated.
BryanMark Financial Group is a member of M Financial Group.
Please go to www.mfin.com/DisclosureStatement for further details regarding this relationship.