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Thoughtful estate planning for everything you own and everyone you love.

Jerry O'Brien – Orange County, CA

Charitable Trusts & Planning

CHARITABLE TRUST & GIFT PLANNING in BREA, OC CA
A charitable organization operates for purposes that are beneficial to the public interest, such as scientific research, education and assisting the less fortunate. Giving donations to these foundations and non-profit organizations may relate to tax benefits. It is important to discuss charitable giving with an experienced person who understands the IRS.
Recommendations on charitable giving from State of California Office of Attorney General:

  • Do your research before you give to any organization
  • Refuse high pressure deals
  • Ask for written documentation about the organization
  • Call the charitable organization
  • Be aware of similar sounding names
  • Do not send cash
  • Be wary of any organization that is willing to pick up cash donation
  • Be wary of solicitations on behalf of police, firefighters and veterans
  • Make sure your charitable donation is tax deductible and keep the correct records
  • Consider other forms of giving
  • Volunteer your time