A&I Financial Services

A charitable trust is an irrevocable trust created for the purpose of donating money to a charity. The trustees of a charitable trust must use the trust property for the benefit of the public, rather than for private gain. Charitable trusts are often used to fund philanthropic activities or to provide support for charitable organizations....Read More

Join Karl Frank CFP, Mike Miller CPA and Nathan Merrill, attorney, as they discuss charitable giving in a language all of us can understand. Learn about giving to people and giving to charities. Learn about the tax advantages and the estate tax advantages. Learn some practical advice about non-cash contributions. Learn how to maximize what...Read More

Americans give freely to support the causes they value, from churches, education, and the arts to medical research. Fortunately, current tax laws encourage and even reward philanthropy.Read More