JGA Charitable Giving Advisory Group

Planned Giving

Most donors are unfamiliar with many of the smart gift planning strategies available today that can help them increase their current income and reduce their taxes while also building a family legacy of support for their favorite charity.  Inside these pages you will find information about ways you can make a gift to your favorite charity and enjoy valuable benefits such as lifetime income and tax savings. If you have questions regarding a specific plan, please contact us. We look forward to helping you achieve your goals
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What to Give

Find out what type of assets make the best planned gifts. Learn about gifts of cash, securities and property.

 
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How to Give

Learn how to make a gift that provides tax benefits and even life income.

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Donor Stories

Learn how others have made an impact through their acts of giving to a charity and others. Explore the many benefits of charitable gift planning.

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JGA partners with MSTC smartdonor™ to provide this content. You may be redirected to the MSTC website when clicking through these links.
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 IMPORTANT DISCLOSURES

Information provided by Registered Representatives of Midwestern Securities Trading Company, LLC is neither tax nor legal advice. Investors should speak to their tax professionals for specific information regarding their individual tax situations. Securities, Insurance, and Investment Advisory Services are offered through Midwestern Securities Trading Company, LLC (MSTC). Member FINRA/SIPC. MSTC and JGA are affiliated.

Check the backgrounds of these investment professionals on FINRA's BrokerCheck.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

This communication is strictly intended for individuals residing in the state(s) of IL. No offers may be made or accepted from any resident outside the specific states referenced.