Sharing your success is one of life’s greatest rewards, and something we as Texans do extremely well. With intelligent giving strategies, you’ll fulfill your generous spirit while keeping an eye on your wealth. After all, philanthropy is a great way to build your legacy.
While tax breaks may not be the sole driver of your generosity, a comprehensive strategy that includes wealth management expertise may help your gifts go further. In addition, we’ll work closely with your outside Advisors, including your CPA, to help ensure your strategy best aligns with a holistic view of your personal financial circumstances.
Ideal charitable giving strategies focus on:
- Planning, implementation and ongoing administration
- Selecting the appropriate assets for gifting
- Integrating your gift with other charitable giving strategies
- Providing alternatives to running your foundation
Make a difference, today