(724) 841-0004

info@heritageelderlaw.com

318 S. Main Street, Butler, PA 16001
Heritage Square Professional Building, Suite 250, 7031 Crider Road, Mars, PA 16046

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Charitable Planning in Butler, PA

Serving Families and Individuals in Butler, Cranberry and Grove City, Pennsylvania, and the Surrounding Towns & Counties


At Heritage Elder Law & Estate Planning, LLC, we encourage and assist the tradition of giving to charitable causes. In addition to the many personal rewards inherent in making a charitable gift, most gifts also provide a current charitable income tax deduction. Some charitable giving strategies also save capital gains taxes, increase income, and provide you, or whomever you designate, with an income for life. Additionally, these types of gifts may provide an estate tax deduction — an important consideration in planning your estate.

Making the Most of Your Charitable Giving in Pennsylvania

If given the choice between paying taxes (involuntary philanthropy), or making a charitable gift (voluntary philanthropy), most people would choose the latter, because it gives them the benefit of knowing who the money will benefit and how it will be used. The same cannot be said for money paid to the U.S. Treasury. We help clients make charitable gifts and practice good stewardship in the most tax-efficient manner.

There are many different ways to make charitable gifts:

  • A charitable remainder trust or a charitable gift annuity will give you an immediate income tax deduction, a lifetime stream of income, and a waiver of capital gains taxes owed on contributed property.
  • A charitable lead trust creates an income stream to charity for a term of years with the remainder of the trust going to your children without any estate or gift tax consequences.
  • A private foundation offers you the considerable freedom to control amounts given by placing restrictions on how your gifts are used by charities.
  • A donor advised fund allows you to maximize your income tax savings on your regular monthly or weekly contributions to church or charities.

This has been a very general overview of a very complex subject matter. If there are causes or organizations you would like to support, while also maximizing your tax-saving strategies, please contact us to explore your options.


Heritage Elder Law & Estate Planning, LLC. (located in Butler, Pennsylvania) is a full service Pennsylvania Estate Planning Law Firm. Heritage Law focuses on fundamental estate planning, Elder Law, Veterans benefits, wills & trust planning, powers of attorney, Medicaid application & qualification, long-term care planning, probate & estate administration, Medicaid crisis planning, special needs & disability planning, Aid & Attendance qualification, charitable planning, estate tax planning, business and corporate planning, business succession and sales, and asset protection. Heritage Law serves families and individuals in Butler, Cranberry and Grove City, Pennsylvania, and the surrounding towns & counties, including; Kittanning, Slippery Rock, Clarion, Indiana, and New Castle, PA.


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  • Wednesday, March 15th, 2017

    6:00 PM

    Butler Workshop

    Heritage Butler Office

    318 South Main St.

    Butler, PA 16001

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    6:00 PM

    Franklin Workshop

    Dawndi's Restaurant

    Lucky Hills Golf Club

    136 Warren Rd, Franklin, PA 16323

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    2:00 PM

    Mars Workshop

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    Heritage Creek Professional Building

    Suite 250, 7031 Crider Road

    Mars, PA 16046

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  • Thursday, March 23rd, 2017

    6:00 PM

    Meadville Workshop

    Chovy's Italian Casual

    18228 Conneaut Lake Road

    Meadville, PA 16335

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  • Saturday, March 25th, 2017

    10:00 AM

    Franklin Workshop

    Dawndi's Restaurant

    Lucky Hills Golf Club

    136 Warren Rd, Franklin, PA 16323

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    2:00 PM

    Franklin Workshop

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    Lucky Hills Golf Club

    136 Warren Rd, Franklin, PA 16323

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  • Wednesday, March 29th, 2017

    2:00 PM

    Butler Workshop

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    Butler, PA 16001

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  • Thursday, April 6th, 2017

    6:00 PM

    Mars Workshop

    Heritage Mars Office

    Heritage Creek Professional Building

    Suite 250, 7031 Crider Road

    Mars, PA 16046

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  • Wednesday, April 12th, 2017

    6:00 PM

    Butler Workshop

    Heritage Butler Office

    318 South Main St.

    Butler, PA 16001

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  • Thursday, April 13th, 2017

    6:00 PM

    Franklin Workshop

    Dawndi's Restaurant

    Lucky Hills Golf Club

    136 Warren Rd, Franklin, PA 16323

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  • Thursday, April 20, 2017

    6:00 PM

    Meadville Workshop

    Chovy's Italian Casual

    18228 Conneaut Lake Road

    Meadville, PA 16335

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  • Thursday, April 20, 2017

    2:00 PM

    Mars Workshop

    Heritage Mars Office

    Heritage Creek Professional Building

    Suite 250, 7031 Crider Road

    Mars, PA 16046

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  • Saturday, April 22nd, 2017

    10:00 AM

    Franklin Workshop

    Dawndi's Restaurant

    Lucky Hills Golf Club

    136 Warren Rd, Franklin, PA 16323

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  • Saturday, April 22nd, 2017

    2:00 PM

    Franklin Workshop

    Dawndi's Restaurant

    Lucky Hills Golf Club

    136 Warren Rd, Franklin, PA 16323

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  • Wednesday, April 26th, 2017

    2:00 PM

    Butler Workshop

    Heritage Butler Office

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    Butler, PA 16001

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