Charitable Giving

You want to support your favorite organizations. We are here to help with strategic giving so that decisions are beneficial to the recipients and donors and to determine how assets may be donated.

You have your favorite non-profit, whether it be your local civic, arts, sports, environmental or religious charitable organization in your community.

Now you're in a place to offer support but aren't sure how best to go about it.

We can help you make charitable giving easy by helping you navigate the confusing world of giving plans, tax implications, and trust matters. We can also help incorporate your charitable goals into your financial plan.

We’ll consult with you on:

  • Whether setting up a trust is right for you.
  • The effects on inheritance, timing, and tax implications.
  • Current estate documents such as wills or trusts.
  • Different charitable planning tools available to you.
  • Working with Donor Advised Funds.
  • Establishing a charitable fund for scheduled giving.

As a Hart Capital Management client, providing insight into your charitable giving is part of the value-add services that we offer.

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