In order to determine the answer to this question you must go through what we call 'The Rocker' test. When you are sitting on your porch in an old rocker chair at the 'end' of your life, what do you want to see? What is your legacy? Most of the time the hard thing about this test is it is easy to become to 'general' in your answers.

If you are like most of our clients you probably find it hard to define exactly what you want to do in order to 'give back'. It is easy to say "I want to make a difference in people's lives". But how? Or, you may know exactly what it is you want to do to serve but do not have a clue where to begin to start and run a foundation. Either way, we have powerful tools to help you.

Making a difference is easier than you think. As a bonus you will enjoy a preferred tax position and be able to maximize your giving ability by managing assets that you know best within the structure of your foundation. The goal is maximum capital for your foundation, charitable remainder trust or donor advised fund. Don't go to sleep yet, that's about as complicated as it gets and those terms will become familiar quickly. You'll be an expert in running your foundation in no time and you'll get a tax deduction at the same time. Trust us, this is going to be one of the best experiences of your life; not without challenge but well worth it.

You want to see, hear, touch and steer the changes your charitable dollars are making in the world. Not just writing a check but actually seeing your efforts and charitable giving making a difference just the way you and your advisors designed it. The difference you create, the legacy you have imagined, the joyful life you know is waiting for you - today is the day.

No time? No worries. There are foundation opportunities for you that are amazing strategies for capital preservation for a time when you are ready to work in charitable giving more actively or as place to maximize your assets to pass through to other charities you already love. There are a tremendous number of ways to arrive at your goals. Just tell us about the legacy you have in mind and the challenges you face. If time is a concern talk to us. If on-going funding is a concern the opportunities are many. Click here for a consultation with no risk.

Send us your info and a representative will contact you for a consultation. Ethics is a huge part of who we are. We could set up lots of foundations for people who do not need them but that's wrong. If a foundation is not right for you we'll tell you. on the other hand, if a foundation does make sense then today is the day. Your Foundation. Your Legacy.