EMPLOYERS
A lasting contribution. A thoughtful approach.
Connect the causes you care about with the legacy you want to leave.
How we help
Charitable giving brings together personal conviction, family priorities, and the needs of the organizations doing the work. AIFG helps donors, families, and charitable organizations explore strategies that connect those interests, working alongside the legal, tax, and administrative professionals involved.
Foundations & Charitable Organizations
Support conversations with donors about their giving goals. Explore coordinated approaches that connect donor intentions with your mission, and present to your prospects and advisors.
Donor conversations • Giving strategies • Professional coordination
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CLAT & eCLAT Strategies
Evaluate charitable lead annuity trust approaches, including enhanced structures, with the attorneys and tax professionals responsible for their design.
Annuity payments • Funding considerations • Specialist review
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Donors & Families
Consider how charitable giving fits alongside your family’s needs. Bring your intentions, resources, and legacy goals into the same conversation.
Giving priorities • Family considerations • Legacy goals
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Charitable Remainder Trusts
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Charitable Lead Trusts
Explore arrangements that provide payments to charity for a defined period, with remaining assets passing according to the trust’s terms.
Charitable support • Trust structure • Remainder beneficiaries
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Legacy & Giving Coordination
Bring the donor, charitable organization, and relevant professionals together to evaluate a strategy and coordinate the steps needed to carry it forward.
Legal & tax professionals • Trust administration • Implementation support
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Connecting your giving with your family in mind?
Explore retirement, protection, and trust and estate coordination for your household.
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Your generosity reaches beyond today.
A charitable contribution can help a student continue an education, a family receive care, or a community preserve a place it depends on. Behind every giving strategy are people whose lives may be changed by it. We help you consider how your resources can support that work while respecting the responsibilities you have to your family, then coordinate with the professionals needed to put your intentions into practice.
Ideas for the decisions ahead
CHARITABLE STRATEGIES
Understanding charitable lead trusts.
A starting point for conversations about charitable payments, trust terms, and family goals.
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FAMILY LEGACY
What do you want your giving to accomplish?
Questions that connect your charitable intentions with the people and causes you care about.
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Let’s start with the impact you want to make.
Tell us about your charitable goals, your organization, or the legacy you want to create.
CHARITABLE ORGANIZATIONS
Bringing the right people into a donor conversation.
The roles of the donor, charitable organization, attorneys, tax professionals, and administrators.
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SERVICE ROLE NOTE: AIFG coordinates financial and insurance considerations with appropriate professionals. Legal documents, tax advice, and trust administration are provided by the professionals engaged for those services. Charitable trust strategies require individual legal and tax evaluation.