Giving Tuesday has been established as an international day for charitable giving each year on the Tuesday immediately following Thanksgiving. We would like to take this opportunity to shine a light on philanthropic efforts and the different ways you can maximize your impact on causes and organizations that are important to you. It’s a fitting time to consider your philanthropic goals and review or design a giving plan.
As your advisor, we are here to help facilitate the discussions that will help you define your giving goals and then build your plan, especially where there are techniques that touch the investment and financial planning realms. Our wealth management team is regularly on the lookout for new strategies and ideas to help guide in the establishment, modification, or monitoring of a tax-aware, impactful gifting plan.
There are two categories of ideas that we feel are important to focus on: (1) strategies that maximize after-tax giving so you can give even more and (2) strategies that make your charitable giving more effective.
Maximize After-Tax Giving
Effective Strategic Giving
Note that all these tax and gifting techniques require careful forethought and planning, as every person’s tax situation is different. That’s why we feel it’s important to help you coordinate the discussion with us, as your advisor, as well as your tax professional. And our ultimate goal is to help you maximize your impact while optimizing your tax situation.
Happy Giving Tuesday!
If you would like to discuss your charitable giving or tax–planning issues in more detail or have other year-end planning questions, please contact your Litman Gregory Wealth Advisor or email our team at email@example.com.
Our Thoughts on the Silicon Valley Bank Failure
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Insight Newsletter—Winter 2023
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The evidence of the long-term value that trend-following managed futures bring to a balanced portfolio is compelling, even though there are shorter periods where sharp see-saw patterns can lead to disappointing returns. However, in a year like 2022 that saw significant declines for both stocks and bonds, managed futures experienced large positive gains and were one of the only asset classes to provide meaningful downside protection. This research update serves to address many of the questions that we receive about this interesting investment strategy.