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Charitable Giving

Making a difference.

Philanthropy is a fundamental part of human nature. Regardless of whether your charitable giving is a result of your desire to improve the lives of others, create a legacy, gain tax benefits, or a combination of the three, it’s a good idea to include your charitable efforts as part of your overall financial plan.

Donating to worthy causes is woven into America’s social fabric. The vast majority of Americans donate time and money to support a myriad of charitable efforts. When you think of charity, there are essentially three ways, however, to give: time, talent and treasure.

Consider some practical questions to help make your charitable giving as rewarding as possible.

  • What issues or opportunities do you care about the most?
  • What are your core values?
  • How do you want your giving to reflect your values?
  • What would you most want to achieve through charity?

WHAT WE DO

At the Gleason Group, we help you develop and implement a clear, effective strategy as it relates to your charitable giving. We help you organize your plan and advisory team consisting of CPA’s and estate planning attorneys to help you make effective, tax-efficient decisions.

We host family meetings with heirs and other professionals and help manage trusts and related investments to ensure that everything is executed exactly as you wish. Lastly, we manage any charitable investments, track and organize all related charitable documents, provide a summary of your plan as well as a beneficiary summary to review annually as part of your overall financial life plan.

charitable options

With the many charitable-giving options available, choosing how to support your favorite cause can be daunting. A general understanding of the common options may help you decide which approach is right for you. With the help of your advisory team, we’ll identify the optimal solution including:

  • Direct Giving
  • Private Foundations
  • Corporate Foundations
  • Donor-advised Funds
  • Charitable Gift Annuities
  • Charitable Remainder Trusts
What's important to you?