Purposeful Philanthropy: Aligning Values with Legacy
Estate & Charitable Planning
For ultra-affluent families, charitable giving is often a cornerstone of their identity and a primary objective of their estate plan. Impactful giving requires a strategic framework that aligns your philanthropic vision with your broader financial goals. We help you navigate the complexities of charitable planning to help plan contributions that are as efficient as they are meaningful.
Integration with Your Broader Estate Plan
Charitable giving should never exist in a silo. We work alongside your tax and legal advisors to create a philanthropic strategy that supports, rather than competes with, your estate plan. By utilizing gift tax strategies and selecting the most appropriate assets for donation, such as closely held stock, real estate, or complex alternative investments, we aim to help minimize the tax friction of your generosity, allowing more of your wealth to reach the causes you care about.
A Legacy for Generations
A robust charitable plan provides a unique opportunity to instill family values in future generations. We help you establish the governance and mission statements that guide your family’s giving, creating a tradition of stewardship that can last for decades. Our role is to provide the initial structures and strategic adjustments necessary to help keep your charitable vehicles effective and aligned with your evolving intent.
This information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Investing involves risk and you may incur a profit or loss regardless of strategy selected, Be sure to contact a qualified professional regarding your situation before making any investment or withdrawal decision. Alternative Investments involve substantial risks that may be greater than those associated with traditional investments and may be offered only to clients who meet specific suitability requirements, including minimum net worth tests. These risks include but are not limited to: limited or no liquidity, tax considerations, incentive fee structures, potentially speculative investment strategies, and different regulatory and reporting requirements. There is no assurance that any investment will meet its investment objectives or that substantial losses will be avoided.
Be advised that investments in real estate have various risks, including possible lack of liquidity and devaluation based on adverse economic and regulatory changes. Economic conditions, property taxes, tax laws and interest rates all present potential risks to real estate investments.
Donors are urged to consult their attorneys, accountants or tax advisors with respect to questions relating to the deductibility of various types of contributions to a Donor-Advised Fund for federal and state tax purposes. To learn more about the potential risks and benefits of Donor Advised Funds, please contact us.
Please be aware that there may be substantial fees, charges and costs associated with establishing a charitable remainder trust.
Changes in tax laws or regulations may occur at any time and could substantially impact your situation. While we are familiar with the tax provisions of the issues presented herein, as Financial Advisors we are not qualified to render advice on tax or legal matters. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
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Our engagements begin with a confidential consultation to align our resources with your family’s lifestyle and legacy goals.