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Asset 25

Charitable Giving

Efficient, Fulfilling Giving

Charitable giving is a win-win when it comes to wealth management. First, you get to flex your philanthropic muscle and see the impact your financial generosity can make. On the other hand, you gain tax benefits that can help offset other financial gains. 

We are here to help you in your charitable giving journey, with specific charitable giving accounts, tax efficiency planning, estate planning and we can even help source nonprofits and causes that fit within your values. 

You work with us because of our commitment to helping you Pursue your Purpose. And what better purpose is there than helping those in need? Connect with us today to start building out your charitable giving plan.

What to Expect

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Tax Efficiency

We believe charitable giving goes much, much deeper than tax write-offs. However, your philanthropy paired with proper planning is a win-win.

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Values-Based Giving

Part of understanding your purpose is identifying the values that go into that purpose. We can help source giving opportunities based on your philanthropic values. 

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Sourced Giving Opportunities 

Our connections with local nonprofits helps you find opportunities to make the most impact with your generosity. 

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Estate Planning

As your estate grows, so too does the impact you can make. We'll help align your legacy giving goals with your purpose.

FOCUS on Your Future

We're here to be your partner as you pursue your purpose. When you dive into our FOCUS process, we'll help you hone in on that purpose, develop a plan to pursue it, implement that plan, and regularly check in along the way. Start the FOCUS process today.

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Formally Meet

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Openly Discuss

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Create

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Understand

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Start

FOCUS ON YOUR FUTURE

Start the Process

See how our FOCUS process works, from the moment we meet to our mind-mapping exercise and plan implementation. 

Start the FOCUS Process

Latest Insights

Start Building Your Charitable Giving Plan

We're here to help you pursue your purpose – whatever that may be. Get started today.