Planned and Charitable Giving

Protecting Your Legacy Without Compromising Your Values

Whether you are retired or still in the workforce, by choice or because you haven’t hit that retirement date yet, one of the issues that we will discuss is reducing your tax bill through philanthropy or planned giving. The gifting of assets to community organizations, whether cash, other liquid assets, or fixed assets, such as property, can be very satisfying. In this time of government cuts, gifting is a welcome way to combat poverty and disease, and support environmental stewardship, health care and the arts. We work with a locally-based national organization that helps clients make the most of their contributions. This can mean charitable giving now, to promote your social values and help your tax bill, as well as planned giving through your will.


Upcoming Events & Seminars

More Events »

Whipp Tips & News

Switch IPO the latest to limit investor voting rights

As many of 15 percent of U.S. IPOs in recent years have used dual share classes meant to give insiders outsized voting rights, according to the Council of Institutional Investors.

Details »

Wells Fargo executives, board must face lawsuit over fake accounts, federal judge says

http://www.reuters.com/article/us-wells-fargo-accounts-decision/wells-fargo-executives-board-must-face-lawsuit-over-fake-accounts-federal-judge-says-idUSKBN1CA1ZY

Details »

As Ford pushes into electric vehicles, U.S. union aims to save jobs

Ford’s presentation to investors this week under new chief executive Jim Hackett, included a slide touting a 30 percent reduction in “hours per unit” to build electric vehicles.

Details »

More News »


:www.leedejonesgable.com

The information in this website was obtained from sources believed to be reliable, however, we cannot guarantee that the information is accurate or complete. The information provided is a general source of information and should not be considered personal investment advice or solicitation to buy or sell securities.

Leede Jones Gable Inc. is a
Member of IIROC and the Canadian Investor Protection Fund
Stephen Whipp is a member of the Responsible Investment Association