Maximize Charitable Impact:

From Success to Significance

Create a meaningful charitable giving strategy that supports the causes you care about while providing tax benefits and establishing a lasting legacy for your family.

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Charitable Giving
That Goes Beyond Writing Checks

Providing financial support to organizations and causes that are meaningful to you can bring a great deal of satisfaction; we help ensure you’re donating in a way that has the highest impact today and in the future.

By incorporating strategic charitable giving into your financial plan, we help you contribute in the most effective way for both you and your favorite charities. Our charitable planning approach is designed to align your giving with your values while pursuing available tax benefits and protecting your family’s financial security.

Advanced
Charitable Giving Strategies

Donor-Advised Funds (DAFs)

Establish a donor-advised fund for charitable tax deductions in high-income years while maintaining flexibility to support charities over time with tax-free growth of assets.

Qualified Charitable Distributions (QCDs)

Send funds directly from your IRA to qualified charities, satisfying required minimum distributions while avoiding taxable income.

Appreciated Securities Giving

While cash is most commonly gifted, donating appreciated securities can provide advantages, like avoiding capital gains taxes while striving for the full fair market value deduction for maximum tax efficiency.

Charitable Remainder Trusts (CRTs)

Generate retirement income while engaging in philanthropy through charitable remainder trusts that may provide tax deductions, income streams, and significant gifts to your chosen causes.

Charitable Lead Trusts (CLTs)

Transfer wealth to heirs with reduced gift and estate taxes while providing substantial support to charities through charitable lead trusts.

PrivateFoundations

Create a private family foundation for multigenerational charitable giving that provides ongoing tax benefits and family involvement in philanthropy.

How Our Charitable Giving

Experts Can Help

Coordinate with Financial Planning

Integrate your charitable giving seamlessly with your tax planning, investment management, and estate planning goals.

Structure Your Donations

Use giving techniques that support your impact and stretch your charitable dollars further.

Optimize Tax Benefits

Make your donations as tax efficient as possible through gift timing, asset selection, and charitable vehicle optimization.

Create Legacy Giving Plans

Implement thorough strategies for legacy donations to chosen charities that align with your estate plan and family values.

Establish Family Philanthropy

Utilize multigenerational giving frameworks that involve your children and grandchildren in meaningful, connected donations.

FIND AN ADVISOR

Connect with a

Local Fee-Only Financial Advisor

If you’re ready to work with a fiduciary advisory firm that prioritizes your family’s financial well-being, we’d love to hear from you. Complete the form below, and discover what it’s like to have genuine partners in your financial success.