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?
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
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.
Shape your financial picture with smarter, more tax-efficient strategies.
See our latest thoughts and insights on Charitable Giving.
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
September 19, 2023
Strategies for Effective Gifting to Family Members
To make the most of your gift, you’ll need to plan for the potential tax consequences and how the gift fits in with your overall financial goals and estate plan.Watch the video
September 26, 2022
5 Reasons Your Financial Advisor Should Review Your Will
Financial advisors can offer a different perspective about the legal terms in estate documents and what they will mean financially for you and those who inherit your assets.Read the article