For many of our clients, establishing a family tradition for contributing time and money to worthwhile organizations is an important goal. McKinley Carter can help you identify your charitable objectives and create a customized plan to integrate a charitable gifting strategy into your overall wealth management plan.

When making a significant charitable contribution, the treatment of your gift for federal tax purposes will vary depending on the type of asset donated, the type of charitable organization receiving your gift, and your individual circumstances and overall tax status. Your McKinley Carter investment consultant can help you customize a plan that maximizes tax saving strategies and financial resources to transfer wealth to charitable organizations.

Through objective, comprehensive and caring advice, we can help you achieve your charitable objectives and the satisfaction of making a difference by helping others.