• Outcomes matter.         Trust is earned.

    Outcomes matter.
    Trust is earned.

Philanthropic Planning

One of the great joys of achieving financial success is the ability to support the organizations and causes that are important to you.

BWC can help by evaluating the tax and portfolio implications of gifting specific assets to charity or by working with your tax and legal advisors to establish a more complex philanthropic plan. The options can range from a simple gift of cash or securities to a multigenerational strategy involving a variety of vehicles and holdings. Some of the options include:

  • Gifting highly-appreciated or low-cost-basis assets
  • Gifting real estate
  • Gifting IRA assets
  • Investing in donor advised funds
  • Creating charitable trusts
  • Establishing a private family foundation

To discuss planning and investment strategies for charitable giving, contact a BWC wealth advisor today.

Let's Get Acquainted

We offer a complimentary introductory meeting to describe our services
and to see if our services are right for you.