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Philanthropy
A Philanthropist is someone who makes charitable donations intended to improve human well-being.
There are multiple ways in which our clients have chosen to increase well-being in their communities and
to reach across the world. Philanthropy can simultaneously facilitate client estate and tax goals.
For many of our clients charitable objectives are part of their life goals and also fits with an effective tax planning strategy.
We work with clients and charitable organizations to build an effective plan that has the rigor and passion to help clients attain their goals.
Do you find that you want to ...
- invest in your community's future
- give back as others gave you or your family
- create a legacy for your family
- support causes that matter to you while providing for your loved ones
- protect hard earned assets from additional taxation
What type of gift makes sense in your life plan?
Which asset is best gifted?
When should you start?
What groups are most effective?
Should you work through your own foundation or donor-advised funds?
What are the tax implications of your financial plans?
If you are ready to discuss how to best use your assets for both your family and your community, give us a call (1-415-548-0257 or 1-800-267-8698).
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