L E V E R AG E D C H A R I T Y PLANNING Current Scenario
$2.1M Current Stock Value $494K Capital Gains Tax $84K $1.43M
Annual Income Ending Value Year 15
Recommended Scenario
$2.1M Current Stock Value $0
Capital Gains Tax
$105K
Annual Income
$2.9M
Charitable Gift Year 15
$832K
Tax Deduction Year 1
Growth of Charitable Gift Amount to Charity
$0
vs.
Amount to Charity @ age 90
$30.1M 0
10
20
30
40
50
Daniel P. Wachs | CFP, ChFC, CLU 1431 Opus Place #630 Downers Grove, IL 60515 Phone : 630.445.1399 | www.perpetualwm.com Email : dwachs@perpetualwm.com