Charitable Planning
Giving Back Through Your Estate Plan
At Kurtz Law we believe charitable giving should be as intentional as it is generous. For some clients, philanthropy is a way to honor a loved one or support a cause that has shaped their life. For others, it’s an opportunity to make a meaningful difference in their community while managing tax obligations. Whatever your motivation, we help you design a plan that ensures your giving has lasting impact.
Ways to Incorporate Giving Into Your Plan
There’s no one-size-fits-all approach to charitable planning. We work with clients to explore strategies such as:
- Including gifts to nonprofits in your will or trust
- Creating a charitable trust that provides for both family and charitable causes
- Setting up a donor-advised fund for ongoing contributions over time
- Developing a family philanthropy plan to engage the next generation in giving
Benefits Beyond the Gift
Strategic giving can do more than support a cause — it can also help:
- Reduce estate and income taxes
- Preserve family wealth for future generations
- Strengthen your overall estate plan by aligning assets with your values
- Provide clarity so your intentions are carried out exactly as you envision
Our Approach
We start by learning about your priorities and the difference you hope to make. Then we design a giving strategy that fits seamlessly with your estate and financial plans. This may involve collaborating with your accountant, financial advisor, or nonprofit representatives to ensure the structure of your gift works as intended.
Make Your Generosity Endure
If you’re thinking about how your estate can reflect your values, we can help you create a charitable giving plan that balances generosity with financial responsibility. Contact Kurtz Law to learn more about your options for meaningful, tax-savvy giving in Florida.