Aligning your charitable intentions with meaningful impact
Make a difference for the causes and organizations you care about. Discover how a structured plan for charitable giving can encompass your values and complement your wealth and legacy planning.
Charitable giving can be a powerful way for you to create a legacy and carry your family name into the future. It’s a unique, highly personal and rewarding experience. There are no right or wrong decisions when it comes to the focus and purpose of your giving — it’s about finding the right fit for you and your goals.
Charitable giving can also be an effective financial tool as part of tax management and estate planning. Working with our Philanthropic Advisory Services team, we can help you incorporate charitable giving into your overall wealth plan.
Our charitable giving solutions may be helpful for:
- Developing a personalized giving plan
- Identifying the most effective assets to donate to realize your charitable giving goals (e.g. appreciated securities, life insurance, shares acquired through employee stock options)
- Formalizing your charitable giving through a giving vehicle.
- Creating a charitable giving strategy
- Engaging your children, grandchildren, and/or other loved ones in your charitable giving
- Understanding how to effectively conduct due diligence on charities that align with your charitable giving goals
- Creating a budget that enables you to support one — or several — causes that are important to you
