4969 US Highway 42 • Suite 2100 • Louisville, KY 40222
502-895-6644
502-897-9080

CHARITABLE PLANNING

At Geer Financial Services, LLC, we work with our clients to ensure they can meet their charitable aspirations through good works of financial giving, in life and after their passing. Whether it be lifetime and estate gifting, charitable remainder trusts, asset gifting strategies, or any other charity planning solution, our experts have the knowledge and relationships to find the planning and giving options that work best for you, and to seamlessly integrate them into your overall financial goals.

Find Out More

If you’d like to learn more about how the team at Geer Financial Services can help with your charitable planning, CONTACT US at cheryl@geerfinancial.com today or call (502) 895-6644.

CASE STUDY

Client – Net Worth of $75,000,000

Challenge – Clients wanted to gift a large amount to charity without having to use all of liquid assets.

Solution – Geer Financial Services, LLC devised a life insurance strategy in which the insureds pay an annual premium to the charity, while the charity pays the premium for the life of the insurance.

Benefit – The solution allows the clients to leave $15,000,000 to the charity of their choice, while still leaving substantial assets for other family beneficiaries. Geer Financial Services has used similar life insurance strategies to procure naming rights for arenas, hospital wings, and other charitable entities.