"You make a living by what you get; you make a life by what you give."
- WINSTON CHURCHILL
The terms "Planned Giving", "Charitable Giving", "Asset-Based Giving" are all code words that ultimately get boiled down to mean SMART GIVING. If you have generous donors that would like to save taxes and potentially re-direct those tax dollars to your organization, then "Planned Giving" is something you should be offering to your donors. By doing so, we can often help donors reduce income and capital gains taxes, and possibly ELIMINATE estate taxes. Yes, estate taxes can be optional.
By retaining Eaton-Cambridge we provide your organization with the tools and training necessary to identify donors that may benefit from considering a non-traditional gift. Then, once you've identified those strategic giving partners, our team will work with those partners in identifying opportunities that may exist for them to save taxes and at the same time, support the causes they care about.
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