Charitable Giving
For some clients, giving back is more than just an action; it’s a fundamental part of their core values.
Our approach is centered around integrating these deeply-held values into your financial plan. We work closely with you to develop a robust strategy that aligns with your priorities, with a particular focus on areas you hold dear, like charitable giving. By weaving philanthropy into your financial strategy, we can help you create a meaningful legacy that extends far beyond traditional financial goals, embodying your commitment to change and purposeful giving.
Your Life.
Well Planned.
Expand the reach of your charitable giving
Develop a tax-efficient approach
Integrate your philanthropy with your estate plan
Maximize Your Charitable Impact
Articulate Your Philanthropic Vision
We engage in open and meaningful conversations with you, and together we’ll explore the causes and issues that resonate most with you. We aim to help you articulate your values and create a clear vision for the impact you wish to achieve through your charitable giving.
Personalize Your Giving Strategy
With this deep understanding of your interests and values, our dedicated team will craft a personalized plan aligned with your core beliefs and desire to make an impact. From simple donor-advised funds to charitable trusts, we can help you add intention, structure, simplicity and tax-efficiency to your giving.
Transform Your Vision
Our team of wealth management professionals takes pride in handling the finer details of your plan, enabling you to focus and amplify the impact of your charitable giving while entrusting operational aspects to seasoned hands.
Boost Your Philanthropic Footprint
We believe in making every step of your giving meaningful and effective, ensuring your generosity creates a lasting difference in the causes you care about.
Brian, Matt and the entire team were very patient and responsive. I feel like they really took the time to know me, my priorities, and my goals. This is exactly the type of relationship with a financial advising team that I was hoping to build.
We didn’t have all of the pieces put together in a clear picture until our engagement. Now we have a clear plan and a path to success.
I learned a lot about the process of planning for our future and our financial plan was professionally presented. I could see where our assets and income will come from to finance our retirement and what important actions need to be taken for the plan to be a success.
Gary and the WAM team went beyond offering investment advice by truly getting to know our family. This friendship truly enabled the WAM team to personalize our navigation through our working years and now into retirement. Consequently, we have met and exceeded our financial goals, we are living our best dreams, and we are secure in our vision for our latter years. Thank you, Gary and WAM!
