Are you interested in contributing to your favorite charities while leveraging benefits such as tax deductions and the perpetuation of a family legacy? We can help.
At M&T Investment Group, we offer clients advice on a range of planned giving strategies, including charitable remainder trusts, private foundations and donor advised funds.
What is a Private Foundation?
A private foundation is an entity created by a person, family or group of individuals for the purpose of charitable giving.
Creating a private foundation presents opportunities that may include:
- Building and providing a family legacy
- Benefiting multiple charities
- Providing tax benefits, depending on the legal structure
Learn more about charitable giving. Call the M&T Investment Group today at 1-800- 724-7788 to schedule a time to discuss your charitable inclinations.