Charitable Giving Planning

We recognize that charitable giving is an important aspect of a family’s legacy, and we work with clients to help map out the steps toward realizing their charitable giving goals.

We help clients to create portfolios that align with their values and charitable giving desires and to customize their investments with a focus on social responsibility that has a lasting impact.

There are a variety of different routes our clients can take when it comes to charitable gifting, including:

  • Charitable lead trusts

  • Charitable remainder trusts

  • Donor Advised Funds (DAFs)

  • Private foundations

Client First Capital can help you implement a structure and ongoing process to build and sustain your family’s legacy planning. Give us a call if you would like help realizing your family’s charitable giving and impact goals. We’re here to help.

Charitable Giving Cycle Diagram: 1. Discover what impact, 2. Find causes, 3. Identify charities, 4. Tax-advantaged gifting, 5. Measure
 
 

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