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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

Leveraged charity planning  
Leveraged charity planning