Charitable Planning

Charitable planning involves organizing your finances and estate to support causes you care about, while also potentially benefiting your financial situation. It includes strategies like donating to charities during your lifetime or through your will, setting up charitable trusts, or establishing foundations. These methods can provide tax advantages, create a lasting legacy, and ensure your giving aligns with your values. Charitable planning is a thoughtful way to maximize your giving impact while managing your overall financial plan responsibly.