Philanthropic Planning

Many of our clients are philanthropic and have donated assets to worthy causes. There are a number of strategies that can be utilized to transfer assets for charitable giving. Whether it’s through your estate, as part of a trust, or with the creation of a foundation, Exeter Financial can help you identify ways in which to best direct your philanthropic efforts, then design and implement the most tax efficient strategy possible. Not only can you receive tremendous fulfillment from giving, it can be a very strategic tool in balancing and offsetting tax liabilities.