Strengthen Your Legacy
Philanthropic financial planning services for Individuals, Businesses, and families
Your Generosity Can Go Farther Than You May Think
When some people think of generosity, they may think of writing a check to someone in need or giving regularly to their church. But your giving can be much more strategic than that—and when you have a firm plan, your generosity can go farther than you ever thought possible. Let’s create a plan that makes sense of where you are and where you’d like to be.
The Resources You Need to Give Smarter
We understand that you might not know where to start when it comes to charitable giving, especially when tax laws change or your income increases or decreases. For us, generosity isn’t just something we say—it’s something we truly believe and participate in as a company. We want to help you make the most of your contributions to causes you care deeply about.
Types of Charitable Giving Opportunities
Depending on your circumstances, we’ll recommend different charitable vehicles to help you give, including:
Donor Advised Funds, Private Foundations, Charitable Remainder Trusts, Charitable Lead Trusts
Leave a Legacy of Generosity
While we encourage clients to give while they are still living, we also support charitable giving in your legacy plan. Setting up a generosity plan for long after you are gone can inspire others and leave a lasting impact in the world around you.
Incorporate Giving Into Your Portfolio
Legacy Wealth will also help you incorporate giving strategies into your investment portfolio by seeking out tax-smart methods of donating cash, stock, assets, and more.
How it Works
Why choose Legacy Wealth for philanthropic financial planning?
Don’t Wait Until You’re Gone to Give
Many individuals include giving stipulations in their will—this is a wonderful way to show generosity, but we believe you can make an impact here and now. Using tax-advantaged strategies, assessing your current and future income, and creating a robust estate plan, we can help you give now and later.
Access to multiple vehicles for generosity, including donor advised funds, foundations, pooled income funds, and more.
Cutting-edge financial planning software that can project future Multigenerational approach to giving, including family meetings to get all of your loved ones on the same page.
Tax-advantaged strategies that can help you save on capital gains or other tax burdens.
Schedule a Call with Us
Ready to give smarter? Let’s have a conversation.
Philanthropic Planning Resources
Check out some of our philanthropic financial planning resources—free and easily accessible at any time.
Our Heart for Generosity
FAQ
We have access to a wealth of philanthropic planning options, including donor-advised funds (DAFs), foundations, donating securities, pooled income funds, and more. Our goal is to help you create a plan and strategy that aligns with what you value and helps you reach your financial and philanthropic goals.
Donors are urged to consult their attorneys, accountants or tax advisors with respect to questions relating to the deductibility of various types of contributions to a Donor-Advised Fund for federal and state tax purposes. Raymond James and its advisors do not offer tax or legal advice.
To learn more about the potential risks and benefits of Donor Advised Funds, please contact us.
