Charitable 

Planning 

The Charitable Paradigm

Tax payers are involuntary philanthropists. The politicians take their money, and do with it as they please. Voluntary philanthropists, on the other hand, give without expecting a return, but receive many benefits nonetheless, not the least of which is tax efficiency. Giving helps the giver as much as the receiver. High functioning people and families that have long term healthy relationships with wealth, integrate charitable giving into their lives and family culture. We help provide the tools that make that possible.

Understanding what charitable tools can do will help you see what you can build:

Family Foundations

Family Foundations come in a variety of forms, and not only support your charitable intent, but also provide a powerful array of tax planning and succession tools. From fiscal sponsorships, private foundations, private operating charities, public charities, and support organizations to Donor Advised Funds, we can help you navigate the options to determine what structure will work best for you.

Make It Better Than You Found It

First and foremost, a "Family Foundation" only makes sense if you have charitable intent. Upon that foundation, we can help you build tremendous tax savings and turn your life success into significance that out lives you and helps make the world a better place.  We can help you capture wealth that would otherwise be lost to taxes to support your charitable causes and create social capital that will bless your family. There is a reason the ultra-wealthy set up foundations. We help ordinary people obtain the same benefits.

Charitable Remainder Trusts

A Charitable Remainder Trust (CRT) is a hybrid type of charitable giving. The Donor gives something to charity, but retains something for themselves - typically the lifetime right to the income. This makes it possible to both meet the Donor's living needs, while still providing for the Donor's charitable intent when they no longer need the asset. A CRT is particularly powerful when used in conjunction with a "Family Foundation"

Give and You Shall Receive

CRTs are particularly helpful when selling highly appreciated assets because they prevent capital gains taxes while living and estate taxes at passing. They can also help reduce the tax consequences of an over funded retirement account. With appropriate ancillary planning, a CRT can be a crucial element in a plan that will provide a lifetime of tax efficient income, reduce taxes, support your charitable causes, and provide tax free funds for your family.

Planned Giving

There is virtue in giving for its own sake without thought of what's in it for you. At the same time, strategic giving at the right time and in the right way can amplify both the value of your charitable gift, and the net benefit to you as the Donor. It is our experience that just about everyone will be better off if they give something to charity as part of their estate plan. 

Strategic Giving

"Planned Giving" is optimizing your charitable gifts to maximize the benefits to support your charitable intent, to reduce your tax burden, and to give your family tools to build a healthier relationship with what they inherit from you.

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