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Charitable Planning

Charitable Planning in Libertyville

Serving Clients In-Person & Virtually in Illinois & Missouri

At Evans Legacy Law Group, 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 Illinois

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 for charitable planning.

  • The Family Estate & Legacy Client Care Program
    Our Family Estate & Legacy Program offers a comprehensive approach to estate planning. As a member of this program, you'll have 24/7 access to your legal documents and our estate planning team for any questions or concerns. You'll receive legal updates, simple amendments to your trust, end of year estate plan reviews, and access to educational programs and workshops.
    Learn More
  • Building a Living & Lasting Legacy
  • Your Estate Planning Guide
    Discover the advantages to Illinois and Missouri estate planning and strategies to create your best estate plan. Learn more in this free book, authored by your estate planning guide, Shanise Evans.
    Download Book
  • Register for an Event or Inquire about a Speaking Engagement
    Shanise has a true passion for educating and serving her community on the value of wealth generation and the importance of leaving a legacy for the efficient and meaningful transfer of that wealth, she is available for speaking engagements and has routinely presented before various professional and community organizations.
    Learn More

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  • "She listened for my concerns and explained her advice well."
    Shanise’s combination of expertise, experience and heart was exactly what I was looking for to help me plan for my legacy.
    Former Client
  • "Highly recommend Evans Legacy Group."
    I’ve used their services a couple times now and I’m always impressed with the attention to detail and excellent service.
    Ashley S.
  • "Attorney Shanise Evans and her office are a pleasure to work with."
    Very knowledgeable across the board and were very helpful with our family estate planning needs.
    Sincere T.
  • "Evans Legacy Law Group exceeded my expectations in estate planning and business law."
    They guided me through the entire process, ensuring my assets and business were protected. I highly recommend their services to anyone seeking expert advice and comprehensive legal support.
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    We couldn’t be happier with the service and guidance we received. We highly recommend Evans Legacy Law Group.
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    You never feel as though you aren't being heard. They've been a pleasure to work with.
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    Attorney Shanise Evans has proven to be extremely knowledgeable in her field. The patience and care she has shown our family is truly appreciated. The entire staff at Evans Legacy Law has demonstrated professionalism at its finest!
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  • "I would highly recommend Evans Legacy Law Group for all of your estate planning needs."
    Attorney Evans is amazing and so thoughtful and caring. She patiently worked with us to provide us with a much better understanding our current estate planning documents. We used another attorney office for our original documents, but they did not provide
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