ACT can assist you and your clients in structuring tax-wise gifts that
establish an enduring community legacy. We add our expertise to yours to
ensure that your clients make educated decisions while selecting from a
full spectrum of options.
The links below provide helpful information to get you and your clients started.
- Learn about we can help your clients give back to the community they love.
- Read about our Investment Management strategies and performance.
- Reduce capital gains tax and increase your charitable gift by transferring appreciated securities to ACT.
- Contact ACT for a sample draft fund agreement, used to establish a donor advised fund.
- Review our sample bequest language.
- Visit other useful links.
How do your clients want to be remembered? Suggest a charitable fund at ACT as a way to be remembered and an alternative to paying too much estate tax. To learn how ACT can help you and your clients, contact our office.