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

