Giving Back: Creating Your Legacy Through Planned Philanthropy

“To know even one life has breathed easier because you have lived – that is to have succeeded.”

– Ralph Waldo Emerson

Success in life is about much more than wealth. Planning your giving allows you to educate yourself about causes and issues and develop relationships to ensure that your gifts make the greatest impact on the problem you’re trying to address.

Here are a few of the most common ways to give through charity:

A scholarship at your alma mater or a school of your choice can allow you to make a major impact on the future of future generations of students.

Sustaining donations allow you to provide regular support to charities without the financial burden of a large donation.

A donor advised fund allows you to leverage professional management while choosing when and how to make charitable donations.

A charitable remainder trust is a tax-exempt trust that can make payments to you over your lifetime and distribute the remainder to charitable interests.

Life insurance can allow you to keep your assets while benefiting charitable causes after your death.

Our goal is to help you and your family define your personal values and support you during your philanthropic journey. We can help you identify the right structure for your giving and create a philanthropic strategy that fits your needs. If you have any questions about philanthropic planning or any other personal aspirations, please give our office a call, we’d be delighted to hear from you.