Charitable Giving

Charitable giving is the key to a sustainable community. Perry Fitts is uniquely positioned to help you work through the maze of giving. Our clients feel comfortable knowing that we have the ability to help them better understand how much of their contributions benefit the local community. We will also work with donors to devise a plan that will maximize tax benefits, lower estate tax consequences or even plan for contributions to span generations.

Our Services Include:

  • Assistance with choosing the right Non-Profit
  • Tax planning with Charitable Remainder Trusts
  • Reviewing Donor Advised Funds
  • Assistance with Private foundations
  • Estate and Gift tax considerations

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