Shaping and Guiding Your Financial Decisions

Charitable Giving

The tax and financial considerations applicable to fiduciaries and trusts and charitable institutions, entities, and individuals require a distinct knowledge. ATSCPA shares the knowledge it has developed by providing a broad array of services related to the charitable-giving process. We can assist clients with these types of objectives:

  • Planning for income tax minimization
  • Integrating estate and gift tax opportunities
  • Designing charitable gifts
  • Selecting the appropriate vehicle for charitable giving, such as a trust, a public or private foundation, or charitable gift funds
  • Creating private charities and foundations
  • Selecting appropriate assets to fund a charitable entity
  • Representing clients to obtain nonprofit status with the IRS
  • Structuring internal accounting and administrative controls to provide proper management and stewardship of individuals with fiduciary responsibilities

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