Including A Charitable Giving Plan Can Help Elevate Your Overall Financial Strategy
Unify Financial Advisors is built on serving others and the community. We encourage and help clients with simple or complex charitable giving strategies, from tax-efficient gifting of IRA distributions to setting up foundations or donor-advised funds. Notably, did you know that gifting appreciated non-cash assets can be an optimal gifting strategy? Let us help you leave a lasting impression on this world.
Gifting Strategies
- Donor Advised Fund (DAF) – What is a Donor-Advised Fund? (schwabcharitable.org)
- Qualified Charitable Distributions (QCD) – P-12461864 (schwabcharitable.org)
- Charitable Remainder Trust CRT Information
- Private Foundation Private Foundation – DAF
Maximize Your Charitable Giving
Donating to causes that are important to you is essential to achieving financial peace. Moreover, once you’ve decided where to focus your gifting strategy, we can develop a giving plan that integrates into your financial and tax planning. With a plan in place, you can determine your gifts’ frequency, size, and terms.
Whether your goals are to support a single charity, contribute to several entities, or start your donor-advised fund, we have the experience and insight to help develop the right strategy for you.
Some Strategies Include:
- Cash gifts
- Real estate donations
- Setting up a charitable trust
- Gifts in the form of securities
- Gifts in the form of annuities
- Art and collectibles donations
- Private and public foundations
- Donations from IRA and retirement plans
Contact Unify Financial Advisors to Incorporate Charitable Giving in Your Financial Plan
We can help you create a plan for your charitable giving that integrates seamlessly into your overall financial plan. For example, we can help you determine the best timing for your gifts, the best assets to use for your gifts and provide the necessary documentation to support your plan. If you want to incorporate the most effective and beneficial strategies for your charitable giving, call Unify Financial today or contact us on our website.