Charitable giving is much more than donating to the well-known causes you come across. It’s an opportunity for your hard-earned money to reflect the big changes you want to see — and to transform the lives of future generations. All while maximizing your tax savings.
Start by asking yourself, “What’s my vision of a better world?” Then focus your charitable giving on organizations aligned to turning your vision into a reality.
And once you’ve decided which charities to support, you’ll want to plan for:
These can be tough issues for donors to figure out on their own. That’s why so many generous families and individuals turn to a fee-only, fiduciary financial advisor in the Wealthramp network. An experienced advisor can help you create a sound charitable giving plan as part of your overall tax-focused financial plan.
Serving as your financial advocate, your financial advisor in the Wealthramp network works directly for you. Collaborating with your CPA and your estate planning attorney (which they can help you find), your financial advisor can help you develop a comprehensive charitable giving strategy that enables you to:
Your financial advisor can also help you conduct background research on charities you’re considering supporting. And if you establish a charitable vehicle with investable assets, your financial advisor can manage the assets in these accounts to keep them growing over time.
We won't sell your data. You decide which advisors to talk to. And you won't receive any pushy sales calls from Wealthramp
We won't sell your data. You decide which advisors to talk to. And you won't receive any pushy sales calls from Wealthramp.