True wealth is about more than money. It's about achieving the life you desire. It's about keeping your family safe, loving your work, having the time to pursue your passions, and the means to help those less fortunate than you. At Tompkins Financial, you will find the expertise and resources that can help you make a difference. We are an organization that shares your commitment to the ideals of giving, one peopled by professionals who are as committed as you are to reaching your goals.
Tompkins Charitable Gift Fund (TCGF)
Through our Tompkins Investment Services affiliate, we are proud to offer the Tompkins Charitable Gift Fund (''TCGF''), an investment that provides a cost-effective, tax efficient*, and convenient way to support your favorite causes.
A Charitable Trust is another alternative for giving to charity while realizing tax benefits*, and potentially still providing income for loved ones while they live.
Charitable Trusts can be an important part of estate planning. With these types of trusts, the benefits of owning securities or other assets can be split into two parts, present and future. One or more income beneficiaries can be given the immediate benefit of ownership in the form of periodic income payments from the trust. In addition, one or more "remainder beneficiaries" can receive the assets in the future.
There are many possible variations of charitable trusts, each with important income, gift, estate and generation-skipping transfer tax consequences.* The key is to design an approach tailored to meet your own particular set of charitable intentions and family financial planning objectives. Tompkins Investment Services has been providing trust & estate services for more than a century and we are proud to adhere to the highest fiduciary standards.
If you'd like to learn more about how Tompkins Financial Advisors can partner with you to achieve your charitable goals, please contact Our Local Team or Request Information
Tompkins Financial Advisors is the brand name used by Tompkins Financial Corporation for the wealth management services offered by its separate subsidiaries Tompkins Trust Company and AM&M Financial Services, Inc. Tompkins Trust Company provides bank trust and asset management services. Tompkins Financial subsidiary AM&M Financial Services, a registered investment advisor (RIA), offers financial planning, investment, tax, and risk management services. Securities are offered through AM&M subsidiary Ensemble Financial Services, Member FINRA, SIPC.
Investments are not FDIC insured, not Bank guaranteed, and may lose value.
*Consult your tax advisor