Strategic charitable contributions impact more than just the receiving organization. A detailed philanthropy plan provides avenues to decrease tax liabilities while increasing support to causes that matter most to you through:
- Planned giving
- Gifting of appreciated securities
- Charitable gift annuities
The burden of executing a philanthropy plan can seem overwhelming. Having a team of highly trained professionals to guide you can make all the difference. Means Wealth Management understands that both charitable giving and tax situations are particular to the individual. We will partner with you to provide a strategy tailored to your specific needs.