Gift, tax, and estate planning

Benefic Strategies facilitates tax efficiency for philanthropic individuals and corporations. Blake Bromley has structured and closed well over one billion dollars worth of inter-vivos gifting plus several times that amount in future testamentary gifts. Benefic specializes in the structuring, negotiating and closing of large gifts, especially gifts of non-cash assets which generally offer the greatest tax advantages.

Benefic Strategies:

  • Develops innovative and sophisticated gift planning strategies that optimize philanthropy and the stewardship of assets
  • Assists small and large institutions with large gift fundraising
  • Serves clients lacking 'in house' gift planning and professional expertise
  • Serves wealth creators seeking to:
    • Endow or fund foundations tax efficiently
    • Invest in social enterprise
    • Assist Benevolent Organizations in achieving sustainable funding for major projects and operations

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t:604.683.7006     f:604.683.5676     info@beneficgroup.com     www.beneficgroup.com