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Scott Thomas, ChFC®, CAP®, CKA®, RICP®

Money Tree

Who doesn’t like the concept of a “money tree” or the goose that lays the golden eggs? Owning stocks, bonds, real estate or a private business are a version of “money Tree.” A pension, annuity or even Social Security represent a version of a “money tree.”

Are you generous or want to be more generous towards your favorite charities?  Listen to this- The Charitable Money tree is one of the most reliable ways to creating tax-advantaged income from your assets to you personally.

How does it work? You can fund money tree with appreciated assets like land, real estate, stocks or simply with cash. You the donor maintain controls not widely known but tested for decades. What are some of the controls in your power? You can defer the income for later and turn it on whenever you decide. You can choose to base the tax-advantaged income on either a single of joint life. You can impact a charity or charities today, or potentially grow the bucket of money and decide when and how money is distributed. Great bonus here is the ability to get partial tax deduction and give anonymously. I would love to share how giving anonymously benefits you. Oh- I forgot to mention you can decide on lots of investment options to invest and potentially grow the charitable dollars including private impact investing.

Charitable Money Tree often helps you with both State and Federal Taxes. Charitable Money Tree when properly structured can provide added certainty of income with reinsurance all without reducing your income or your results.

So what is your next step?

  1. you can get a rough estimate fast and free using my mobile application
  2. Reach out to Scott Thomas a Chartered Advisor in Philanthropy and licensed in 48 states scott@stewardshipmatters.net or 407-644-9411 ext 2.
  3. Here is link for You Tube video I created https://youtu.be/zWMy_Edd93E

 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck