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Charitable Giving

Creating a charitable gift-giving plan may provide you with multiple tax breaks: an income tax deduction, the avoidance of capital gains on highly appreciated assets, and the reduction or elimination of estate taxes on the charitable contribution upon your death. With changes in the tax environment, there may be compelling reasons to integrate philanthropy into your financial and estate planning.

We can refer you to a qualified professional to help you decide if this is a good option for you. 


Do you have questions about charitable giving?

We want to help. Please contact us by filling out the form below or by calling us at (865) 392-4260 to schedule your no obligation evaluation meeting where we will answer your questions. If you can invest one hour, we can place you on the path towards the future YOU want.

Request A No Obligation Evaluation Meeting
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By providing your contact information, you may be offered information regarding the purchase of insurance and investment products.

Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims paying ability of the issuing company and are not offered by Global Financial Private Capital or GF Investment Services.

Securities offered through GF Investment Services, LLC. Member FINRA/SIPC. 501 N Cattleman Rd, Ste. 106, Sarasota, FL 34232. (941) 918.0507. Investment advisory services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Advisor.