Charitable Planning in Pennsylvania

Serving Families and Individuals throughout York, Pennsylvania and the Surrounding Cities and Towns


At Bellomo & Associates, 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:

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.


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Bellomo & Associates, LLC (located in York, PA) is a full service Estate Planning Law Firm & Elder Law firm. Bellomo & Associates, LLC specializes in fundamental estate planning, wills & trust planning, powers of attorney, elder law, Medicaid application & qualification, long-term care planning, probate & estate administration, Medicaid crisis planning, special needs & disability planning, veterans benefits, Aid & Attendance qualification, charitable planning, estate tax planning, business and corporate planning, business succession and sales, and asset protection. Bellomo & Associates, LLC serves individuals, families and business owners throughout York, Lancaster, Hanover, Harrisburg and Hersey, Pennsylvania; and has clients all throughout the state.