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Planned Giving
THE REASONS ARE MANY. THE EFFECTS ARE POWERFUL.
Planned Giving is the process of making a charitable gift designed to support community and charitable institutions. It is a commitment made in the present to benefit the future.
The reasons that people have for charitable giving are varied, but for many, personal philanthropy provides an opportunity to share their values and to support causes and organizations that establish a legacy for future generations.
There are many ways to give, such as through a will bequest, charitable trust or an outright gift of cash, appreciated securities or real estate. Giving through a donor advised fund is a simple and effective way to fulfill your wishes that offers:
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Potential tax advantages |
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Simplified recordkeeping |
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Choice of investment styles |
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Recognition or anonymity for charitable gifts |
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Flexibility to give when you want |
At Howard Investments, our financial advisors have the knowledge and experience to help you establish and manage a program of planned giving. Your wishes are what we work to make happen.
Financial Planning | Asset Management | Risk Protection | Planned Giving
Securities are offered by, and Financial Advisors are registered with UVEST Financial Services, Member NASD, SIPC.
UVEST and Howard Investments are independent entities.
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| Not FDIC Insured | Not Bank Guaranteed | May Lose Value |
| Not Guaranteed by any Government Agency | Not a Bank Deposit |
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