Charitable Giving

Whether you are navigating the complex world of estate taxation, planning for your own estate and trust matters or including charitable giving as a part of your financial plan, the team at Hart Capital Management is here to help.  

We can help you: 

  • Deal with the complexities of an inheritance in its type, timing, and tax implications
  • Understand whether setting up a trust is right for your situation and goals
  • Review current estate documents such as wills or trusts
  • Understand what charitable planning tools are available to you
  • Set up a charitable fund for scheduled giving
  • Understand the tax consequences to giving during your lifetime or at your death

Please contact us for further information on estates, trusts and charitable giving. 

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