Philanthropic Planning
Making a difference in the world starts with a plan. At Legacy Edge Advisors, we help you align your philanthropic goals with your financial strategy, ensuring you can support the causes that matter most without compromising your family’s financial well-being. Together, we’ll create a legacy of generosity that reflects your values.
Strategic Philanthropic Planning
Purposeful Giving with Impact
Philanthropic planning is more than just giving—it’s about creating a lasting impact in the areas you care about most. Our team works with you to design customized strategies that maximize the value of your contributions while integrating seamlessly with your broader financial plan.
01
Tax-Efficient Giving
We help you explore options like donor-advised funds, charitable trusts, and Qualified Charitable Distributions to maximize the impact of your gifts while minimizing tax liabilities.
02
Custom Philanthropic Strategies
Whether you’re supporting a local community initiative or funding global change, we develop strategies tailored to your vision and financial goals.
03
Legacy and Family Alignment
We work with you to ensure your philanthropic efforts align with your overall legacy plan, incorporating your family’s values and priorities for meaningful, lasting contributions.
What is philanthropic planning, and why is it important?
Philanthropic planning involves creating a strategic approach to charitable giving that aligns with your values and financial goals. It allows you to support causes that matter to you while maximizing the impact of your contributions and maintaining your financial stability.
How does Legacy Edge Advisors assist with philanthropic planning?
We help you develop a comprehensive strategy for your charitable goals, incorporating tax-efficient giving, legacy planning, and personalized solutions that reflect your passions and priorities.
What are the benefits of tax-efficient charitable giving?
Wealth management services typically include investment planning, tax strategies, retirement planning, estate coordination, and risk management. At Legacy Edge Advisors, we integrate all these elements into a cohesive plan tailored to your unique needs.
Can philanthropy be integrated into my financial plan?
Absolutely. Philanthropy is an essential component of many financial plans. We ensure your giving aligns with your broader financial strategy, supporting both your family’s goals and the causes you care about.
How do I ensure my philanthropy reflects my values?
Our advisors work closely with you to understand your vision and priorities. Together, we create a plan that allows your generosity to make a meaningful, lasting difference in the areas you care about most.
Give with Confidence
Your generosity has the power to create change, and we’re here to ensure it makes the greatest possible impact. With Legacy Edge Advisors, your giving can become a cornerstone of your financial legacy.