Planning to Give

You’ve worked hard to provide a great life for you and your family. Now is the right time to protect your assets and direct the distribution of your estate with the ideal gift structure.

Many people don’t realize that you don’t have to be wealthy to be able to plan contributions to your charity of choice. The truth is, there are a number of planned giving options that can maintain or enhance your cashflow and allow you to keep your assets over your lifetime. Contact us to discuss your estate planning and other planned giving options. By phone: 651-210-5240 or email:

John is an attorney, a Mason and a Member of the Order of the Eastern Star who specializes in charitable estate planning. Contact him today with any questions you may have regarding estate planning and other planned giving options.

Common Misperceptions About Planned Giving:

  • I’m not wealthy enough to make a meaningful contribution
  • I can’t give until I am gone
  • If I give now, I’ll have nothing.
  • I won’t have a say as to what charitable areas my money will benefit
  • Most of the money will just go toward administrative costs