Charitable giving is an integral part of the planning process for many clients with substantial wealth.
Seamless and endless: When you make the decision to include charitable giving in your financial plan, the next steps are crucial. You’ll have to determine the best tax-smart strategy for you, understand the benefits of donating cash vs non-cash assets, whether to bunch donations or keep them singular and understand the ins and outs of qualified charitable distributions(QCDs).
If you don’t have a specific charity to which you would like to donate, you will also need to make this determination, and explore how your donations will affect your succession planning and legacy planning.
We provide full support and ongoing advice on these important issues to ensure that your charitable giving is beneficial to all parties.