Choices:

Charitable

Charitable Planning is a very personal area of planning. It is usually based on a client's beliefs and passions as opposed to the latest concepts and products. There are quite a lot of planning tools available in this area, but as with all planning there are some questions which need to be answered first.

Why do I want to make a charitable gift? What areas in my life am I passionate about? What is the best kind of gift to give? How can I determine if my gift is actually going to benefit my cause? How do I know that a charity is reputable? Should I split my gift among many charities or give to just one? How do I determine what gifting tool to use? How can I give a gift to a charity when I die? How much of a deduction will get for my gift? Should I form my own charity?

These are just a few of the myriad of questions that arise when we think about making a substantial gift to charity. You need to take your time to learn what is available to make these types of gifts, how each of them works, and how they impact you for the short and long term.

We have been working this area for over a decade and have major partner relationships that bring an enormous amount of information, a large number of proprietary concepts, and a proven track record. One of these partners is ColFAST Inc., a firm which works with charities throughout the country to assist their donors in answering many questions like the ones above. Charitable Planning is a process, and it takes time to create a game plan that will satisfy your needs and desires.

We look forward to discussing your options, learning your goals and helping you to build a strategy that will help all of us have a better tomorrow.

Securities offered through Kenneth J. Bojarski,CLU Registered Representative, ePLANNING Securities, Inc. Member FINRA/SIPC. Investment Advisory Services offered through Kenneth J. Bojarski,CLU Investment Advisory Representative, ePLANNING Advisors, Inc. OSJ Office: 3721 Douglas Blvd # 200 Roseville, CA 95661