You are viewing a preview location.
Broker Check

Charitable Giving

Our 3 Step Plan

We value the significance of charitable giving and its potential to create a meaningful impact on both your community and financial legacy. We advocate for and support strategies that enable our clients to contribute to causes efficiently and leave a lasting legacy. Together, we can help create charitable giving strategies that align with your values and philanthropic objectives.


Impactful Giving

 Focus on causes and organizations that align with your values and have a meaningful impact. By targeting your donations, you can make a more significant difference in the areas you are passionate about.


Tax Efficient Giving

You can potentially reduce your taxable income, increase your tax deductions, and ultimately, give more to the causes you care about without any extra cost to you. Making a bigger difference with your charitable contributions while also benefiting your financial situation.
 


Legacy & Planning

Incorporating charitable giving into your overall financial and estate planning not only allows you to make a lasting impact on causes you care about but also enables you to pass down philanthropic values to future generations.

Are you ready to maximize your legacy?

Are you ready to maximize your legacy?

There are many forms of being generous, and numerous strategies to donate efficiently. While we value the altruistic mindset of being in service to others, there are also practical options available to maximize the impact of our good intentions. Whether it's through strategic charitable giving, establishing philanthropic initiatives, or utilizing tax-efficient donation methods, we can make a significant difference in the lives of others while also optimizing our resources for greater impact

  • Donor Advised Funds

    A philanthropic vehicle administered by a charitable organization. Donors make irrevocable contributions to the fund, and these assets are then managed and invested by the charitable organization. Donors can recommend how the funds are invested and when grants are distributed to qualified charitable organizations.

  • Charitable Gift Annuity 

    A contract between a donor and a charitable organization where the donor transfers assets, such as cash, securities, or real estate, to the charity. In return, the charity agrees to make fixed payments to the donor for life. After the donor's passing, the remaining assets in the annuity are retained by the charitable organization to support its mission.

  • Retirement Account Beneficiary Designation

    You can designate a charitable organization as a beneficiary of your retirement account. This allows the organization to receive the remaining funds after your passing, providing a tax effecient way to support causes you value.

  • Irrevocable Charitable Trust 

    An Irrevocable Charitable Trust is a trust that, once established, cannot be modified, amended, or terminated without the permission of the beneficiary or beneficiaries. This trust allows you to make a substantial charitable gift while potentially providing significant tax benefits.

We Want to
Hear From You

Let's take the next steps together. 

Thank you!
Oops!