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Services - Charitable Giving

We believe that all areas of your financial plan should work together in a closely coordinated manner that focuses on achieving your specific goals. We provide a full range of services including, Asset Protection, Income Tax Reduction, Estate Planning, Charitable Giving and My Wealth Plan 360º.

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Charitable Giving is perhaps one of the most rewarding parts of the work we do here at Wealth Planning Network. We take the time to truly understand our clients and the causes and organizations they are passionate about. After we understand their passions and objectives, we educate clients on the different charitable giving strategies available to them, and then design a plan to maximize their giving.

Through the use of Charitable Trusts, Private Family Foundations, Split Interest Vehicles, Donor Advised Funds, Life Insurance Policies and more, Wealth Planning Network specializes in creating detailed plans to maximize a family’s charitable intents. Whether it be through income and capital gains tax deductions, estate tax liability minimization, or providing an income stream to a specified party, our planning maximizes the benefits of charitable giving for the donors.


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Additional Information

Year End Financial Checklist

Dec 13

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What are Charitable Remainder Trusts?

Jun 15

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Have You Considered Buying Life Insurance?

Apr 11

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Creating Your Legacy

Dec 14

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Last Minute Year-End Tax Savings Strategies

Dec 14

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The Importance of Multidisciplinary Wealth Management

Jul 10

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What is Premium Financing and How Can it Benefit You?

Jun 09

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The Real Story Behind 770 Accounts

Apr 28

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President’s Proposed 2016 Budget Could Substantially Affect Estate Planning

Apr 02

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Who Needs Estate Planning?

Mar 24

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Have You Completed Your Annual Financial Checkup?

Mar 17

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Awards

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