Establishing your legacy
Establishing how to share your wealth will allow your legacy to live on for the people and causes you care about, including philanthropy, charitable giving, and intergenerational wealth and estate planning.
We’ll help you determine what works best for you to support your chosen charities. This may include setting up a donor-advised fund, making a bequest in your will, a beneficiary designation or donating an insurance policy. You may also enhance tax savings by donating publicly traded securities.
We can help you incorporate family members in your charitable giving discussions. This will ensure everyone understands how your wishes will factor into your overall estate plan while also helping reinforce communication and philanthropic values across generations.
With you, we’ll explore timing strategies to ensure you are giving in the most effective way. For example, giving during your lifetime may help you maximize tax benefits today while already making an impact for others.
Where to begin
At Copper Leaf Financial, we simplify things for our clients when it comes to determining how they want to engage in charitable giving. The choices can be overwhelming, so we work with you to ensure you feel good about your decisions.
When we meet with our clients, we cover all the bases. We discuss the charitable planning process that encompasses:
We have the tools to help you maximize your charitable potential.
Do something wise today
Schedule a time for a free consultation.