Philanthropic Planning
Maximizing impact with a Personal CFO
For many pre-retirees, charitable giving is about more than writing checks—it’s about creating a legacy, reducing taxes, and supporting causes that matter.
A Personal CFO acts as your giving strategist, aligning philanthropy with your overall wealth plan. We colalborate with tax experts, attorneys, and investment advisors to ensure every gift is structured for maximum impact and efficiency.
Benefits of Philanthropic Planning for Pre-Retirees
Tax Savings Today
Immediate deduction for contributions, reducing current taxable income.
Strategic Giving Vehicles
Use donor-advised funds (DAFs), charitable trusts, or direct gifting to maximize control and benefits.
Legacy and Family Engagement
Involve children and grandchildren in giving decisions.
Integration with Retirement
Coordinate charitable strategies with Roth conversions, RMDs, and estate planning.
