Charitable Giving Plan
What Are the Best Ways to Optimize Your Charitable Donation Tax Deduction & Improve Your Giving?
Answers to that question should contemplate a number of variables, including:
Itemizing Deductions & Donating Appreciated Assets
Timing
The timing of your giving can meet a variety of objectives. For some, seeing the results of their giving in their lifetime is incredibly gratifying. For others, growing the size of that gift to be given toward the end of life is preferred.
Vehicle Through Which the Gift is Given
There are a variety of ways to give to charity, including some that can result in positive benefits to your family members well beyond your lifetime.
Timing
The timing of your giving can meet a variety of objectives. For some, seeing the results of their giving in their lifetime is incredibly gratifying. For others, growing the size of that gift to be given toward the end of life is preferred.
Vehicle Through Which the Gift is Given
There are a variety of ways to give to charity, including some that can result in positive benefits to your family members well beyond your lifetime.
Prior to joining Heritage, Greg served as Senior Vice President of Peak Capital Partners, a multi-billion dollar multi-family private equity company, where he oversaw acquisitions, capital raising, and operations of multi-family assets in select U.S. markets. Before that, Greg was Vice President of Capital Markets and Investor Relations for Excel Trust, a publicly traded shopping center REIT (NYSE: EXL), where he led institutional fundraising efforts to fuel the company’s rapid growth. Following the sale of Excel Trust to Blackstone for approximately $2 billion, he continued to work within Blackstone’s shopping center platform, leading out on several NOI maximization and efficiency initiatives as the portfolio grew from $2B to $6B.
