Many people like to fulfill their philosophical and charitable desires through their financial accounts.
This is certainly a popular practice among our clients. In some instances, there are more tax-efficient ways than writing a check to fulfill your charitable desires. We possess the resources necessary to fulfill philanthropic and charitable donations through the following vehicles:
- Charitable remainder trusts
- Charitable lead trusts
- Private foundations
- Donor-advised funds
- Donating highly appreciated stock from taxable investment accounts
- Satisfying required minimum distributions from retirement accounts by giving to charity
Whether you’re ready to take charge for the first
time or seeking a higher level of service in your
financial life, we should talk.