Individual Services: Charitable Giving Planning

Charitable Gift Planning is a method of supporting non-profit organizations or charities by enabling donors or philanthropic individuals to make sizable donations during their lifetime or after death.

The knowledgeable team at Bigelow will work with you to identify the most tax advantageous ways to make one-time donations to several charities or a series of scheduled donations to a specific non-profit organization. It is our our goal to assist our clients in defining a legacy that is meaningful to both to them, their family and the charity.

We help you answer:

  • How to create a plan that will fit my individual short and long term philanthropic priorities?
  • What are the tax benefits of gifting appreciated stock?
  • What are the various options available for charitable gift annuity programs?