Charitable Giving Strategies
Give with purpose. Give with impact. Give with strategy. Charitable giving is more than generosity it’s an opportunity to support the causes you care about while creating tax efficiency and long-term legacy benefits for your family.
Key Charitable Planning Options
Structured Giving Options to Maximize Charitable and Tax Benefits
Direct Gifting
Helps reduce taxable income while supporting.
Helps cover:
- Cash donations
- Appreciated asset donations
- Securities contributions
- Real estate donations
Donating Appreciated Assets
Donate appreciated assets to avoid capital gains tax.
Helps cover:
- Avoided capital gains tax
- Full fair market value deduction
- Greater charitable impact
- Portfolio rebalancing opportunities
Charitable Trust Planning
Giving with Purpose Through Trust Planning
Helps cover:
- Provide income to you or beneficiaries
- Reduce estate tax impact
- Support charities over time
- Flexible distribution structure
Legacy & Estate Giving
Preserving your values through planned giving.
Helps cover:
- Integrates charity into estate plans
- Reduces estate tax impact
- Supports causes long- term
- Creates a lasting family legacy
Key Charitable
Planning Options
Structured Giving Options to Maximize Charitable and Tax Benefits
Direct Gifting
Helps reduce taxable income while supporting.
Helps cover:
- Cash donations
- Appreciated asset donations
- Securities contributions
- Real estate donations
Donating Appreciated Assets
Donate appreciated assets to avoid capital gains tax.
Helps cover:
- Avoided capital gains tax
- Full fair market value deduction
- Greater charitable impact
- Portfolio rebalancing opportunities
Charitable Trust Planning
Giving with Purpose Through Trust Planning
Helps cover:
- Provide income to you or beneficiaries
- Reduce estate tax impact
- Support charities over time
- Flexible distribution structure
Legacy & Estate Giving
Preserving your values through planned giving.
Helps cover:
- Integrates charity into estate plans
- Reduces estate tax impact
- Supports causes long- term
- Creates a lasting family legacy
Charitable Giving Strategy Process
A Structured Approach to Purposeful and Tax-Efficient Giving
Position
Giving Method
Implement & Monitor
Strategy
Goals
Review Tax Impact
or Trust
Charitable Giving
Strategy Process
A Structured Approach to Purposeful and Tax-Efficient Giving
Make Your Impact Last
strategically to support causes for generations to come.
