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Charitable Giving Strategies

As individuals and familes acquire wealth, they often find the desire to want to give back – not to the IRS, but more likely to their favored charities or causes. Once you've decided a charitable donation is important to your family, your GCC Family Wealth Advisor will assist in putting a Charitable Giving Strategy in action.

Is a Family Foundation the way to go, or possibly a Donor Advised Fund? In coordination with your tax and estate planning, we can help you determine the most beneficial and tax efficient ways to implement your Charitable Giving Strategy.

Your dedicated Family Wealth Advisor will work with you, your attorneys and accountants to design a Charitable Giving Stratagey that meets your goals and objectives, and maximizes the effect your gifts will have on your favored charities and causes.