Charitable Planning
Leave a lasting legacy through giving
Charitable planning allows you to support the causes you care about while potentially reducing your tax burden. We help you structure your giving to maximize both your philanthropic impact and financial benefits.
Our Charitable Planning Services
Key Benefits
- Support causes meaningful to you
- Receive immediate tax deductions
- Reduce or eliminate capital gains taxes
- Create a lasting family legacy
- Provide income during your lifetime
- Involve family in philanthropic decisions
Who Needs Charitable Planning?
Our Process
Philanthropic Goals Review
We discuss your charitable interests and the legacy you want to create.
Tax Analysis
We analyze your financial situation to identify the most tax-efficient giving strategies.
Structure Selection
We recommend the charitable vehicles that best match your goals and circumstances.
Implementation & Funding
We establish the appropriate structures and help transfer assets to maximize benefits.
Watch & Learn
Creating a Lasting Impact
Video ID: charitable-planning-explainer
Creating a Lasting Impact
Explore how to support causes you care about while maximizing tax benefits for your estate.
Frequently Asked Questions
Ready to Get Started?
Schedule a free consultation to discuss your charitable planning needs.
Questions?
Our AI assistant is available 24/7 to answer your questions about charitable planning.
Or call us at (480) 555-0199
Client Success Stories
See what our clients say about our charitable planning services
"I wanted to leave a meaningful legacy to my alma mater. Sarah helped me set up a charitable remainder trust that provides me income now and will make a significant gift later. Brilliant strategy."
Dr. William H.
Paradise Valley
Related Practice Areas
Explore other ways we can help protect your legacy
Ready to Discuss Charitable Planning?
Schedule your free consultation today and learn how we can help protect your family's future.