CHARITABLE GIVING

Sensible giving not only benefits the world at large. It may also help you create tax efficiency.

Whether you’re charitably inclined or not, charitable giving can be an important element of financial planning for many people. We help you explore various techniques and understand their tax implications so that your gifts can have the biggest impact.

The proper charitable giving strategies can often lead to substantial tax savings. We can help you determine the most suitable approach including:

  • Charitable Lead Trusts
  • Charitable Remainder Trusts
  • Donor Advised Funds
  • Private Foundations

We'll work with your attorney to find the strategy that best matches your goals.

Maximize your gifts through sound planning.

Ironwood Family Wealth Advisors and LPL do not provide legal or tax advice. Please consult your legal or tax advisor regarding your specific situation.

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