Charitable Gift Planning

“Shareholder advocacy and community investing are crucial when it comes to investing socially responsibly.”

Charitable gift planning allows our clients to support the organizations and causes that matter to them while providing immediate income streams and generating valuable ­tax benefits.

At Ostberg & Associates, our philanthropically-minded clients support a wide array of charitable institutions, including colleges and universities, religious bodies, health care systems, arts organizations, and social service agencies.

Numerous charitable giving strategies exist. We will discuss your needs and wishes to determine what will work best. Then we will work collaboratively with your legal and tax professionals to implement the plan.

Market Watch

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