Charitable giving & investing refers to giving money, time, or
goods to an individual or organization. According to the IRS, it is technically the money donated by you, in the form of
securities, goods, or services to an organization.
Charitable Giving is a way for people to support a specific cause or organization that they care about. There are many different ways in which this could be done. Private foundations, endowments,
charitable remainder trusts, and charitable annuity remainder trusts are a few of the avenues you could take to charitably give.
If you have charitable aspirations, we can help you set up a charity via a private foundation. We handle all the paperwork and work with a network of professionals to navigate the rules and regulations involved in establishing your foundation.
We help you operate your foundation based on your specific desires —from fundraising strategies and distribution schedules to investment management. We can maintain your anonymity while completing IRS filings and achieving your charitable goals.
We invest charitable dollars with your risk profile and time horizon in mind, growing funds to maximize impact. This approach keeps pace with inflation and provides growth opportunities beyond inflation rates.
We help structure endowments where the principal remains intact while interest earnings are used for your stated purpose, creating a lasting legacy for your chosen organization.
We utilize charitable trust strategies to help you achieve multiple goals: deferring or avoiding capital gains tax on appreciated assets, converting those assets into a reliable current income stream, and securing an immediate tax deduction—all while delivering a substantial benefit to your favorite charity.
We help IRA holders over 72 transfer their required minimum distributions directly to qualified charities, reducing taxable income and exposure to higher taxes on Social Security benefits and Medicare.
Starting and giving to a charity comes with many benefits:
