Philanthropy is more than writing a check.
Your values. Authentically.
Philanthropy is important to us. We hope it is for you too. Charitable giving returns gratitude and empathy in spades. If you like, we can help you discover (or reassess) your Giving intentions. Of all the ways to give, many provide tax planning opportunities. Although we consider tax savings to be secondary benefits to the value of giving, it certainly should not be overlooked!
[KEYS] Charitable Giving
Identify your intent
When you give, you give what is important to you. It is a little part of your heart. Whether it is gifts to family or friends, or donations to charitable causes, you give because you care. Understanding your intent helps to guide your planning to meet all of your needs while still fulfilling your charitable desires.
The happy tax benefits to Giving
The history of charitable giving goes back millenia. The IRS has been around 150 years or so. Many causes are better served through philanthropic giving rather than taxpayer money. Both are designed to go back to society and the government gives tax benefits to facilitate this (and makes it very complicated in the process). Still, a happy benefit it is!
Giving during your lifetime
During our lifetime, we mostly give our 3-T's: time, treasury, and talent. The "big" donations are usually packed into an estate plan. It doesn't have to be that way. You can make the "big" donations during your lifetime and appreciate the joy this brings, even while ensuring you have enough money to live well and enough wealth to pack into that estate plan. It is possible. With the right planning.
Giving a legacy
A legacy is more than a bequest of wealth. It is most often cherished memories. With intention and a plan, you can give both.