Many of us want to share in our success by integrating charitable giving in our financial and estate plans. Many of us also want to leave a legacy and teach their progeny about the importance of giving back. A carefully constructed giving plan can benefit both you and the causes you care about.
As more clients and their families become involved in supporting charities, they look increasingly to us for guidance. Charitable giving can be an important part of your comprehensive Private Wealth Management strategy. A shared gift planning process can strengthen relationships and harmony within families through to the next generations. We could help you create your charitable giving plan to share your wealth most effectively.
Our team could help you choose specific giving options, such as a donor-advised fund. This could provide many of the benefits of a private foundation without the up-front costs and administrative responsibilities. We look to optimize the tax benefits of charitable contributions beyond the charitable tax credit. As an example, if you hold publicly trades securities, such as stocks, bonds or mutual funds, and choose to give these investments, we can facilitate the process for you to enjoy additional tax benefits.
Our team can help you develop a long-term strategic approach to charitable giving to build your legacy and encourage philanthropy across future generations.
