With Stickney Research's Charitable Giving Financial and Tax Planning Package, you'll be able to Do Well While Doing Good. They can help you save money on taxable events (like exercising of stock options, large gains in property sales, etc.), while increasing your net worth and giving more to what you feel passionate about! Stickney Research is a leader in the charitable planning field and they have helped our clients fund schools and medical centers, contribute significant amounts to nature conservation, animal rescue, children's education and more!

With Stickney's Research's Charitable Planning Package, you'll receive: 

• Analysis and creation of your legacy—outline of your dreams and goals


• Review of your estate plan with respect to planned giving


• Income and estate tax assessment and strategy


• Completion of our family philosophy questionnaire


• Design and implementation of your customized gifting strategy


• Educational reports


• Complimentary copy of our book entitled Increase Your WORTH: Make More, Give More, Live More
  

Donated by: 

Stickney Research

stickneyresearch.com