​​Philanthropy

 

​Give with intention, structure with Purpose
 

Charitable giving works best when it's planned, not incidental. We help you align philanthropic goals with your broader wealth and tax strategy — so your generosity is both meaningful and tax-efficient.

 

How We Help:

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• Philanthropic Vehicles - Evaluating donor-advised funds, charitable trusts, and private foundations to match your goals, timeline, and desired level of control.

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• Qualified Charitable Distributions (QCDs) — For clients 70½ or older, current rules allow up to $111,000 per year to move directly from an IRA to charity — satisfying some or all of a required distribution while keeping the amount out of taxable income.

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• Appreciated Securities - Donating long-held, appreciated stock instead of cash can let you give more while avoiding capital gains tax on the appreciation.

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• Lifetime Gifting Strategies — Beyond charitable giving, the current annual gift tax exclusion allows individuals to give up to $19,000 per recipient ($38,000 for married couples electing gift-splitting) without touching a lifetime exemption — useful for family and charitable giving alike.

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• Family Legacy Planning — Involving the next generation in giving decisions, so philanthropy passes down values, not just assets.

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Impact, Structured Thoughtfully

 

Philanthropy shouldn't compete with your financial security. We help you give generously within a plan that still protects your long-term goals — coordinating with your CPA and estate attorney so the tax benefits of giving are fully realized, not left on the table.

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