Charitable Planning | New Jersey | Access Wealth

What if you could leverage your charitable giving so that both you and the charity benefit to an even greater extent?

Why Charitable Planning is Financially Smart

Charitable giving isn’t just for the very wealthy. Whether you wish to donate $100 or $1 million, charitable giving strategies can be incorporated into your comprehensive financial plan.

Did you know that some strategies can even support dual objectives – supporting your philanthropic goals while generating income?

5 Reasons Individuals Resist Charitable Planning

When speaking with clients and the community, the 5 most common challenges we hear are as follows:

I don’t think I can afford to give.
I’m not sure how to give.
I want to give but worry there won’t be enough left for my heirs.
Can I direct how the charity spends the money I donate?
I’d like to continue to receive a tax deduction for my donations, but the new tax law confuses me.

Charitable Giving Strategies to Consider

Access Wealth is well-versed in a variety of advanced charitable giving strategies that can resolve the challenges above (and more). Examples of these strategies include but are not limited to:

Qualified Charitable Distributions from IRA accounts
Appreciated Stock
Donor Advised Funds
Charitable Remainder Trusts
Gift Annuities
Endowments

How Access Wealth Helps with Charitable Planning
When we meet to plan your philanthropic desires, we will help you do the following:

Create a charitable giving plan
Determine the amount you can afford to give
Ensure you have enough money to meet your own retirement and legacy goals
Review options for giving as efficiently as possible

You don’t need to give a lot to do a lot of good.

- Howard Hook

Contact us today to learn how we can help you meet all of your charitable giving goals.

Related Posts

Did You Make a Qualified Charitable Distribution in 2022?

Feb 15, 2023
Charitable Planning, Tax Planning

Did you make a Qualified Charitable Distribution (QCD) from your IRA in 2022? If so, keep reading because there's something you need to know. Your accountant won't automatically know about your QCD...

#GivingTuesday

Nov 29, 2022
Charitable Planning

#GivingTuesday is About Giving Back The Tuesday after Thanksgiving is an important date. GivingTuesday is a global day of giving that harnesses the collective power of individuals, communities, and...

How to Donate and Still Benefit

Mar 06, 2019
Charitable Planning, Financial Planning

For most people, charitable giving involves writing checks to the charities of their choice. However, changes in the tax law, as well as an increase in the number of solicitations received from cha...

Charitable Giving Under the New Tax Laws

Aug 15, 2018
Charitable Planning, Financial Planning, Tax Planning

I’ve been having more conversations lately with clients about charitable giving. While I have found many to be very generous in their charitable giving, the uptick in conversation is likely due, at...

Did You Make a Qualified Charitable Distribution in 2022?

- Feb 15, 2023
- Charitable Planning, Tax Planning

Did you make a Qualified Charitable Distribution (QCD) from your IRA in 2022? If so, keep reading because there's something you need to know. Your accountant won't automatically know about your QCD...

#GivingTuesday

- Nov 29, 2022
- Charitable Planning

#GivingTuesday is About Giving Back The Tuesday after Thanksgiving is an important date. GivingTuesday is a global day of giving that harnesses the collective power of individuals, communities, and...

How to Donate and Still Benefit

- Mar 06, 2019
- Charitable Planning, Financial Planning

For most people, charitable giving involves writing checks to the charities of their choice. However, changes in the tax law, as well as an increase in the number of solicitations received from cha...

Access Wealth Featured in

<img src="https://access-wealth.com/wp-content/uploads/2018/09/Fox_Business_Logo.png" alt="" class="img-responsive center-block">

<img src="https://access-wealth.com/wp-content/uploads/2018/09/Huffington_Post_Logo.png" alt="" class="img-responsive center-block">

<img src="https://access-wealth.com/wp-content/uploads/2018/09/NYT_Logo.png" alt="" class="img-responsive center-block">

<img src="https://access-wealth.com/wp-content/uploads/2018/09/Wall_Street_Journal_Logo.png" alt="" class="img-responsive center-block">

<img src="https://access-wealth.com/wp-content/uploads/2018/09/Forbes_Logo.png" alt="" class="img-responsive center-block">

<img src="https://access-wealth.com/wp-content/uploads/2018/09/Daily_News_Logo.png" alt="" class="img-responsive center-block">

<img src="https://access-wealth.com/wp-content/uploads/2018/09/Financial_Advisor_IQ_logo.png" alt="" class="img-responsive center-block">

<img src="https://access-wealth.com/wp-content/uploads/2018/09/New_Jersey_Monthly_magazine.png" alt="" class="img-responsive center-block">

<img src="https://access-wealth.com/wp-content/uploads/2018/09/Medical_Economics_magazine_logo.png" alt="" class="img-responsive center-block">

<img src="https://access-wealth.com/wp-content/uploads/2018/09/Money_magazine_logo.png" alt="" class="img-responsive center-block">

<img src="https://access-wealth.com/wp-content/uploads/2018/09/Market_Watch.png" alt="" class="img-responsive center-block">

<img src="https://access-wealth.com/wp-content/uploads/2018/09/The_Street.png" alt="" class="img-responsive center-block">

<img src="https://access-wealth.com/wp-content/uploads/2021/10/cw_ria-01-300px-1.png" alt="" class="img-responsive center-block">

<img src="https://access-wealth.com/wp-content/uploads/2018/09/Fox_Business_Logo.png" alt="" class="img-responsive center-block">

<img src="https://access-wealth.com/wp-content/uploads/2018/09/Huffington_Post_Logo.png" alt="" class="img-responsive center-block">

<img src="https://access-wealth.com/wp-content/uploads/2018/09/NYT_Logo.png" alt="" class="img-responsive center-block">

<img src="https://access-wealth.com/wp-content/uploads/2018/09/Wall_Street_Journal_Logo.png" alt="" class="img-responsive center-block">

<img src="https://access-wealth.com/wp-content/uploads/2018/09/Forbes_Logo.png" alt="" class="img-responsive center-block">

<img src="https://access-wealth.com/wp-content/uploads/2018/09/Daily_News_Logo.png" alt="" class="img-responsive center-block">

<img src="https://access-wealth.com/wp-content/uploads/2018/09/Financial_Advisor_IQ_logo.png" alt="" class="img-responsive center-block">

<img src="https://access-wealth.com/wp-content/uploads/2018/09/New_Jersey_Monthly_magazine.png" alt="" class="img-responsive center-block">

<img src="https://access-wealth.com/wp-content/uploads/2018/09/Medical_Economics_magazine_logo.png" alt="" class="img-responsive center-block">

<img src="https://access-wealth.com/wp-content/uploads/2018/09/Money_magazine_logo.png" alt="" class="img-responsive center-block">

<img src="https://access-wealth.com/wp-content/uploads/2018/09/Market_Watch.png" alt="" class="img-responsive center-block">

<img src="https://access-wealth.com/wp-content/uploads/2018/09/The_Street.png" alt="" class="img-responsive center-block">

<img src="https://access-wealth.com/wp-content/uploads/2021/10/cw_ria-01-300px-1.png" alt="" class="img-responsive center-block">

© 2024 Access Wealth. All Rights Reserved.