
Strategic Philanthropy
Many of our clients have a desire to give back to their community or causes that they care deeply about through philanthropic efforts. Our team of CPAs, CFP® professionals, and Wealth Management Advisors work with our clients to understand their charitable goals, set up trusts, and develop plans and strategies to complete these efforts while protecting their financial security in retirement and helping our clients achieve their desired impact. By working with a team that includes a financial planner, tax advisor, and wealth management advisor, our team can help develop a detailed charitable giving strategy that includes various financial implications.
Why is it important to have a charitable giving strategy?
Is it better to give to charity throughout my life, or through my will?
Questions?
Please let us know if you have any questions about our firm or our services. One of our Wealth Management Advisors would be happy to assist you.
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Can I reduce or satisfy my Required Minimum Distribution (RMD) by gifting to charity?
Qualified Charitable Distributions involve gifting directly from your IRA and are a popular charitable giving strategy. This is because QCDs do not count as taxable income for the person making the gift or the charity receiving the gift. In addition, QCDs reduce the taxpayer’s Required Minimum Distribution (RMD) dollar for…