We have several options that help you meet your personal planning goals and save taxes while making a gift to help keep Dallas healthy.
You can donate a residence, vacation home or farm to charity and still use it for your lifetime.
By selling assets to a charity at less than the market value, you can count the difference as a charitable donation and have cash to meet financial needs.
Pass on assets to heirs in a tax efficient manner by creating a charitable lead trust. The trust makes current contributions to charity and after a term of years the remainder goes to heirs and greatly reduces or eliminates estate and gift taxes.
Questions? For assistance contact Kent C. Weimer, CAP® at kent.weimer@phhs.org or 214-266-2036.