Charitable Giving

Charitable Giving

Using your wealth to support causes and organizations that you care about most should be a positive and fulfilling experience. So we make sure your specific values and causes are woven into your larger financial plan. By helping you maximize these efforts, and implement a sound strategy, we can put you in a position to make an even bigger difference in the world.

What you may be thinking:

  • How do I maximize my charitable donations?
  • Is there a more tax-efficient way to make donations to my favorite charity?
  • How can I continue to make an impact with the organizations I care about when I’m no longer around?
  • How can I instill philanthropic values in my kids and future generations?

Our Approach

When we work with clients to plan charitable contributions, we help them make decisions that align with their personal convictions. Together, we form a plan that can make the largest impact, and in the most tax-efficient manner possible. By helping to maximize contributions, we empower our clients to discover more creative, enduring ways to provide support for the causes they care most about. Because giving your whole self and getting more involved with the cause or organization can make all the difference for both parties.

How Buckingham Helps

Additional Services

Charitable Giving correlates with these other wealth management conversations.

Net Worth Development

Take an expansive approach to financial planning by focusing on the drivers that contribute most to your long-term financial well-being.

Estate & Trust Planning

Safeguard your financial resources to ensure the legacy and impact you wish to have on future generations.

Tax Planning

Shape your financial picture with smarter, more tax-efficient strategies.

Related Articles

See our latest thoughts and insights on Charitable Giving.

  • February 26, 2024

    How Your Advisor Can Build a Plan Based on Your Values

    Your values—or what matters most to you—drive every decision you make in life. So, what does that mean for your financial plan?

    Read the article

  • November 20, 2023

    4 Charitable Giving Strategies to Maximize Your Impact

    Now is an excellent time to revisit your charitable giving plan and review the tools you want to employ in 2024. Explore your options with these four tax-efficient strategies to channel your generosity in the most impactful and meaningful ways.

    Read the article

  • March 13, 2024

    Empowering Your Giving Strategy: How to Support Global and Basic Need Challenges

    There are no shortages of crises in the world, and determining how you can make a difference can often feel overwhelming.

    Watch the video