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Philanthropy & Gifting

You have a generous heart. You want to see maximum impact. With an appropriate gifting strategy, you can.

A young woman donates her time and volunteers at a food drive.

What is Gift Planning?

Making gifts is more than just transferring cash. Gifting could really involve transfer of property, so long as its intended as a gift. For example, you might give:

  • Stocks/bonds/investment funds

  • Real estate

  • Trust income

  • Annuity income

  • Cars or trucks

  • Business interests

Gift planning ensures that of all your assets, you're giving in the most efficient manner personally and most efficient to the recipient.

Why should I care?

You want to help someone or some cause special to you. You may be able to give more than you thought possible based on certain tax laws and property laws.

By not considering these laws, you might not just be missing out on deductions, but you could also end up paying a gift tax!

A church, which represents one of the potential recipients of Century Financial clients' generosity.
A grandfather holds his one-year old grandson in the air, who could be the donee of gifts in the future.

What's in it for me?

Our wealth advisors can help you:

  • Make your generosity goals have maximum impact

  • Avoid unnecessary exposure to gift & estate tax

  • Decrease your current income tax bill with appropriate forms of charitable giving

Century Financial logo, which is a wealth management and financial planning firm in Germantown that serves clients in the Memphis area and online.

Who is Century Financial?

Century Financial is a wealth management firm located in Germantown, Tennessee. Our financial advisors have about three decades of combined experience in asset management, financial planning, and other related services for clients in the Memphis area and beyond. Learn how you can grow and preserve your wealth with guidance from our team.

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