PPCF works closely with professional advisors using an effective five-step system.
We help analyze what your client might need: for example, immediate charitable tax deductions, longer term tax relief, income for life, asset preservation, estate preparation, and more.
We determine how charitable activities might advance your client’s financial independence and family legacy.
We help identify timelines for charitable activities that provide maximum benefit to your clients.
We help determine which charitable instruments, in tandem with asset transfers and investment strategies, will best achieve the needs of your clients.
We then help build and, as appropriate, implement a charitable gift plan that is highly effective.
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