Philanthropic giving starts with an understanding of the concept of social capital. You are participating in social capital activities now. That participation is in the form of taxes. You also have an option of diverting some of your taxable social capital to the organizations and issues you care about.
Philanthropic planning is often combined with wealth transfer planning. During our philanthropic planning process we help you focus on ways you would like to see your money used, both while you’re alive and after you’ve passed on.
Selected Tools:
Charitable Lead Trusts
Charitable Remainder Trusts
Outright bequests
Private foundations
Supporting Organizations
Articles
The Wealth Optimization Process
Mission Vision Values and Goals
The above tools, techniques and resources are listed as examples. Your Stage2 Advisor will work with you to identify the right strategies for you depending on your specific life goals and financial goals.