Charitable Giving

Leave the hard work involved in leaving a meaningful charitable legacy to us.

Looking after our loved ones is usually top of mind when we talk about legacy planning.

But when we discuss living a full and rewarding life with clients, ‘legacy’ takes on a bigger meaning, beyond family estate planning. Often, it becomes more about making the world a better place. About charitable giving and charitable donations.

Helping you achieve your charitable goals

Finding and fulfilling a higher purpose is vital to living your best life, but it isn’t always as easy as it sounds, and it isn’t always about giving money to charity throughout your life or arranging a bequest.

Wherever your philanthropic ambitions lie, and whatever causes matter to you, we can help you make the most of your time and money in a number of ways:

– Setting up a planned giving program.

– Establishing a charitable trust.

– Incorporating a bequest into your will and estate plan.

– Planning your financial life to accommodate voluntary work.

The key, as always, is having clarity and a plan, so you can achieve your goals as efficiently and tax-effectively as possible. You need a strategy for life.

Start a conversation about charitable giving

Find your meaning and put a plan in place that not only enables you to look after your family, but also makes a difference in the community. Book your complimentary, obligation-free Wealth Map experience so you can create and leave a legacy that matters.


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