Are you looking for ways to save on your taxes this year through charitable giving? Would you like to avoid capital gains tax on the sale of your appreciated assets? Are you interested in ideas to help you plan and save for the future? If you answered yes to any of these questions, a planned gift can help you achieve your goals.
Planned giving provides many benefits. There are ways to increase your income now or in the future and save you money on taxes. With a planned gift, you can also create your legacy while furthering our charitable mission.
If you have questions about your specific assets, potential income or tax savings please contact us. We would be happy to provide you with a personal illustration and answer any questions you may have about charitable plans.
We are happy to help! Please let us know if we can be of assistance to you in reaching your goals.
Boys & Girls Clubs of Volusia/Flagler Counties
J. Michael Ethridge
Certified Financial PlannerTM
Financial Consultant, RJFS
Gunby & Company
632 North Woodland Boulevard
Deland, FL 32720
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC
Please note, changes in tax laws may occur at any time and could have a substantial impact upon
each person's situation. You should discuss tax or legal matters with the appropriate professional