WORKING WITH ACT

ACT can assist you and your client in structuring gifts that maximize tax savings, while establishing an enduring community legacy.

We add our expertise to yours to ensure that your client makes the best decisions while selecting from a full spectrum of options.

To learn how ACT can help, contact Cali Brooks at Cali@GenerousACT.org or (518) 523-9904.

WAYS WE CAN HELP

INVESTMENT MANAGEMENT

HOW TO TRANSFER SECURITIES

SAMPLE BEQUEST LANGUAGE

FUND TYPES

OTHER USEFUL LINKS