Philanthropic Planning - Legacy-Advisors

Philanthropic
Planning

Your Charitable
Giving

Giving away money is easy

Many of our clients make charitable giving a substantial part of their lives. It is critical to create a clear plan for charitable giving during lifetime and as part of the overall estate distribution. Giving money away is easy, but giving money away with meaning is far more difficult.

Our
Role

Create a clear plan for charitable giving

A comprehensive plan for philanthropy must be integrated into the financial objectives for the family, the business and the estate. We will help you consider sophisticated tax strategies which may substantially reduce income taxes and eliminate estate taxes.

Action
Plan

Developing a formal plan for philanthropy is important to many of our clients. We can also help with the creation and structure of a family foundation which often brings personal gratification to multiple generations. The positive benefits to the family with a family foundation are often more rewarding than the tax savings themselves.