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WEALTH MANAGEMENT SERVICES



Philanthropy Planning

When clients have a strong desire to gift some of their assets to their favorite charity, our firm of professionals assists them by creating a tax effective strategy to make these gifts as effective and meaningful as possible. This may include an out right gift, family foundation, donor-advised fund, Charitable Remainder Trust (CRTs), or a Charitable Lead Trust (CLTs). In many situations, our clients will want our firm to manage and serve as the trustee over these charitable assets in order to insure compliance with their charitable objectives.



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Request more information:
Sumnicht & Associates, LLC
W6240 Communication Court, Suite 1
Appleton, WI 54914-8549
Phone: 920-731-4455
Fax: 920-731-9679
Email:
clientservices@sumnicht.com

 

 

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