Charitable Planning

Do you have a favorite charity? Is one of your planning goals to leave a legacy? Typically, our individual clients are either involved in or financially support at least one charitable organization. For some of them, this is a central part of their financial planning.

Cornerstone has extensive experience working with individuals and institutions in all areas of charitable planning. In addition to benefiting the institution, charitable gifts can be an effective planning tool for dealing with highly appreciated stock, providing an income stream for life and supporting wealth transfer planning for the next generation. Gifts can be as simple as a direct gift of cash, assets or a life insurance policy to more advanced techniques such as charitable remainder trusts, charitable lead trusts and family foundations.