Charitable Planning

Servicing New Jersey and New York

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:

  1. I don’t think I can afford to give.
  2. I’m not sure how to give.
  3. I want to give but worry there won’t be enough left for my heirs.
  4. Can I direct how the charity spends the money I donate?
  5. 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.

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