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Fusing Family and Philanthropic Visions


Wealthy families can now transfer wealth to children and grandchildren at a transfer tax discount of up to 50 percent, while receiving up to a 50 percent current charitable income tax deduction—all while avoiding tax on the subsequent sale of appreciated assets

For many years charitable planned giving has been a favored way to avoid capital gains taxes on the sale of appreciated assets, as well as to transfer assets to family while giving income to charity. However, until recently there were limited opportunities to transfer significant wealth to younger generations while capturing meaningful current charitable income tax deductions.

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