Charitable Giving
How Elevation Wealth Partners assists
investors with Charitable Giving
Charitable giving allows you to use your wealth to support the causes and organizations that matter most to you. Elevation Wealth Partners can help ensure your philanthropic efforts are seamlessly integrated into your overall financial plan. By developing a sound strategy, we’ll help you maximize the impact of your contributions while aligning your giving with your personal values and long-term goals.
As you plan your charitable contributions, you might ask yourself:
- How can I maximize the impact of my donations?
- Is there a more tax-efficient way to support my favorite charities?
- How can I ensure my charitable contributions continue to make a difference when I’m no longer around?
- How can I instill philanthropic values in my children and future generations?
When working with you on charitable giving, Elevation Wealth Partners helps ensure your donations align with your personal convictions and long-term goals. By collaborating with you to form a strategic plan, your advisor helps you make the largest possible impact in a tax-efficient way. This approach may also include exploring creative and enduring methods of supporting the causes you care about, allowing you to give more of yourself to the organizations that matter most to you.
At Elevation Wealth Partners, we are as passionate about giving back as you are. As we develop your comprehensive financial plan, we explore the following topics:
Maximizing Charitable Contributions:
Help you find the most effective ways to structure your donations to maximize their impact on the organizations you support.
Tax-Efficient Giving Strategies:
Help you explore tax-efficient ways to give, such as donor-advised funds, charitable trusts, or gifting appreciated assets, so you can make a bigger impact while minimizing your tax burden.
Legacy and Enduring Impact:
Work with you to develop strategies that ensure your charitable giving continues beyond your lifetime, helping to leave a lasting legacy.
Instilling Philanthropic Values:
Assist you in passing on philanthropic values to your children and future generations, ensuring that giving becomes part of your family’s long-term legacy.
Charitable giving is deeply connected to other areas of your financial life, including:
Growing your Net Worth:
Help you take a comprehensive approach to financial planning that includes philanthropy as part of your long-term wealth-building strategy.
Estate & Trust Planning:
Ensure that your charitable intentions are reflected in your estate and trust plans, so your legacy supports the causes you care about.
Tax Planning:
Help shape your giving strategy to be as tax-efficient as possible, allowing you to support charitable causes while minimizing your tax liabilities.
By working with Elevation Wealth Partners, you can make charitable giving a meaningful and integral part of your financial plan, ensuring that your wealth is used to support the causes you are passionate about, both now and in the future.
