Charitable donations go beyond making you feel good and helping a cause you believe in. They can be an important part of a tax-savings strategy for your overall portfolio. At Blackstone Valley Wealth Management, we work with you to select appropriate gifting strategies and specific security selections that fall in line with your gifting goals. Some gifting options that may be appropriate include:
- Charitable Giving Trust
- Private Foundation
- Donor-Advised Fund Account
To us, wealth management is much more than just managing your investment funds. We believe it is crucial to consider your entire financial health before making any investing decisions. We work collaboratively with your tax professional and estate attorney to determine any tax liability and ensure proper implementation of your charitable giving plan.
Contact us today to discuss your existing or future planning options.