Further, should the client elect to make a charitable gift, we would like to be considered as a possible object of their philanthropy. As a rule, we do not prepare legal documents. If a professional's client designates The Able Trust as a charitable beneficiary and the professional requests special assistance, we will assist legal counsel in developing the strategies to accomplish the client's philanthropic goals. The Able Trust is in a unique position to create family named endowments. These special agreements help the professional document an individual's charitable intent, as well as accomplishing other philanthropic goals such as making memorial and tribute gifts.
Many donors prefer to designate the way in which their contributions are used.
Again, we can help you help your client. Call us anytime to help tailor your clients' planned gifts to specific financial and philanthropic objectives through such planning tools as charitable trusts, insurance gifts and endowment giving.