We can help our clients create a lasting legacy that perpetuates their family name and values. Through an arrangement with American Endowment Foundation (AEF), we can offer our clients access to donor-advised funds and stay involved.
The client benefits include;
- Qualifying for a tax deduction in the year contributions are made, regardless of when grants are recommended*;
- Receiving an annual contribution summary for tax purposes;
- Donating a variety of assets, including closely held stock, real estate, and restricted stock;
- Involving family members in recommending grants.
*Summit Capital Management and American Portfolios do not provide tax or legal advice. Clients should contact their tax and legal advisors regarding their specific situations.