5100 Wheelis Drive Suite 211 Memphis, TN 38117

Charitable Gift Planning

Planning your charitable giving allows you to craft the legacy that you leave behind and achieve the maximum benefit for all parties involved in the gifting process. Planning your charitable bequests should play an important role in your overall financial planning strategy. Whether you are looking for ways to share your wealth with deserving organizations during your lifetime or at the time of your death, making the effort to plan your gifts is worthwhile.

The RBG Wealth Advisors team is well versed in the ins and outs of planning charitable gifts. We will help you work through the various logistics of your situation. Whether you are giving equity, life insurance, real estate, personal property, cash, or something else, we are prepared to help you through the process.

We offer clients thorough and professional services tailored to their individual needs. Our core charitable gift planning services include:

  • Gifting Appreciated Assets
  • Qualified Charitable Distributions (QCDs)
  • Private Foundations
  • Donor Advised Funds
  • Charitable Remainder Trusts
  • Charitable Lead Trusts