Charitable Giving

Charitable Giving focuses on helping you incorporate philanthropy into your overall financial plan in a strategic and impactful way. Balch Wealth Strategies can help by understanding your philanthropic goals, values, and priorities. This includes exploring causes or organizations you are passionate about supporting and determining your desired level of involvement in charitable giving. We will conduct a comprehensive analysis of your financial situation, including income, expenses, assets, liabilities, and tax considerations. This helps determine the optimal charitable giving strategies that align with your overall financial goals and objectives. Based on your philanthropic goals and financial situation, we will recommend tailored charitable giving strategies that maximize impact while minimizing tax implications. This may include strategies such as donor-advised funds, charitable trusts, direct donations, planned giving, and corporate giving programs. Charitable giving services often incorporate legacy planning considerations to help you leave a lasting impact through philanthropy. This may include strategies for establishing charitable endowments, creating charitable trusts, or incorporating charitable provisions into estate plans to support causes you care about beyond their lifetime.

We can help integrate your philanthropic goals into your overall financial plan in a strategic and meaningful way. This allows you to make a positive impact on the causes you care about while maximizing tax benefits and aligning your charitable giving with a broader financial objective.