While the First Community Foundation of Pennsylvania and
its affiliates do not directly employ legal
professionals, the staff has expertise to assist legal,
tax and financial planning professionals within the
region regarding the use of charitable gift strategies
to solve a range of tax-related and family wealth
preservation challenges.
We can offer ideas and prepare a wide range of
custom-tailored illustrations showing how various
charitable gift plans may be effective within your
clients' estate and financial planning needs. Possible
illustrations include, but are not limited to:
Charitable Remainder Trusts for current needs,
building retirement assets or accepting
distributions of IRA & other qualified plan assets,
meeting educational costs, and other purposes
Charitable Lead Trusts
Charitable Gift Annuities for current needs,
building retirement assets, meeting educational
costs, and other purposes
Bargain Sales
Gifts of Closely Held Stock followed by stock
purchase
Gifts of a Life Estate
Gifts Involving Real Estate, Insurance, Personal
Property, and other Assets
Combined Strategies, such as charitable trusts
paired with wealth replacement insurance
