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The Smart Giver (estate planning)

The Smart Giver

Robert D. Cavanaugh, CLU
6001 E. Pima, Suite 198
Tucson, AZ 85712

Phone: (520) 296-0393

Robert D. Cavanaugh, CLU is a financial and estate planning professional with 41 years of experience. He works in the areas of taxes, employee and executive benefits, qualified plans, estate planning, charitable planned giving, long term care, annuities, IRA distribution planning, and post-retirement financial planning.

The Smart Giver is a 16-lesson course teaching financial, estate and planned giving techniques which increase income, reduce taxes while simultaneously benefiting the person’s church or cause.

Benefactors include churchgoers of all financial means, churches, the clergy, planned giving committee members, other non-profit organizations, attorneys, accountants and financial planners.

Application of any of the strategies taught in The Smart Giver can increase income, reduce taxes, allow a greater percentage of an estate to pass to the next generation or a combination of the three.

The key is that each technique also provides a benefit to the person’s church or other favored cause(s).

The Smart Giver is a monthly subscription. In addition to the above benefits, 50% of each person’s monthly subscription fee is given to the Charitable Giving Foundation, thereby allowing each individual to dictate where that gift is applied.