Charitable Gifting

Alphamint partners with our clients to help them fulfill and maximize their charitable inclinations by utilizing a variety of strategies to minimize ones tax footprint. Talk to an Alphamint Wealth Strategist today to learn more. 

Charitable Remainder Trusts

Want to reduce your estate, avoid paying capital gains tax on appreciated assets, receive a lifetime income and maximize your charitable inclinations? If so then consider a Charitable Remainder Trust. 

Benefits

Remove Highly Appreciated Assets out of an Estate
Maximize charitable inclinations by limiting ones tax footprint
Receive a lifetime income stream from donated assets
Receive charitable deductions for assets donated to the trust

Drawbacks

The gift to the trust is irrevocable
Loss of control over the assets/investments

Donor Advised Fund

Want to reduce your estate, avoid paying capital gains tax on appreciated assets, maximize charitable deductions in a given year and fulfill your charitable inclinations? If so then consider a Donor Advised Fund (DAF).

Benefits

Remove Highly Appreciated Assets out of an Estate
Receive an immediate tax deduction for assets moved to the DAF
Remain in control of when a charity receives the donation
Remain in control of the investment selection

Drawbacks

The gift to the DAF is irrevocable