Charitable Giving

Leaving Your Legacy

You have worked hard throughout your life and enjoyed the bounty of your hard work. Now you’d like to share your good fortune with organizations that are dear to your heart. There are several planning tools designed to facilitate the transfer of various types of assets from you to the qualified charitable organization or organizations of your choice. Different types of planning tools allow for the transfer of assets, have carry multiple tax benefits and allow for varying amounts of control over the assets.

As part of your overall financial plan, your Ziegler financial advisor will discuss with you any special intentions you have of sharing your current wealth or future estate with charitable organizations. Depending upon your goals and wishes, he or she will help you decide which of these strategies is right for you and your family.

Gifting 

Donor Advised Funds 

Charitable Lead Trust 

Charitable Remainder Trusts 

Our planning services are not financial planning (unless they are specifically called investment consulting services). They do not create an investment advisory or a fiduciary relationship (including under ERISA) between you and B.C. Ziegler and Company. B.C. Ziegler and Company will prepare a financial plan at your specific request through NaviPlan.

Investment consulting services are offered at B.C. Ziegler and Company only through investment advisory programs and are not available through traditional brokerage accounts and products. Please speak with a Ziegler Wealth Management financial advisor to further discuss the differences between brokerage and advisory products offered by B.C. Ziegler and Company.