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Legacy & Charitable Planning

At Trinity Financial Partners, we have a specific expertise in helping with Legacy planning consisting of complex Charitable Planning Strategies as well as Trust Planning.

For our clients who have charitable intent, we discuss ways to maximize the tax-efficiency of giving by utilizing various strategies such as:

  • Donor Advised Funds
  • Charitable Trusts
  • Gifting Appreciated Assets in Lieu of Cash
  • Charitable Gift Annuities
  • Techniques to Give within Estate Planning

View information on Trust Planning below:

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