Charitable Giving & Philanthropy
Sharing your wealth through charitable giving and philanthropy is a rewarding way to give back to your community and support your cherished causes. It can also help you reduce your tax burden, create an opportunity for generational giving, and lead to new connections for you and your business.
Many successful individuals and families are called to use their wealth to make a difference. The St-Georges Group can assist you in exploring and fulfilling your desire to leave a legacy by considering it as one of your proposed wealth management strategies. We work with you to understand your values and goals, find tax efficient solutions, discuss your options, and make your dreams a reality.
Understanding
Your Values
and Goals
Our team asks questions to learn more about your individual and family values, the types of causes you support, the impact you would like to make, and the nature of your gifts. This legacy discussion is an important step in understanding what matters most to you and the types of assets you wish to share. We then determine the most efficient way to help you reach your goals through strategic charitable giving and philanthropy that benefit you, your family, and your cherished causes.
Understanding
Your Values
and Goals
Our team asks questions to learn more about your individual and family values, the types of causes you support, the impact you would like to make, and the nature of your gifts. This legacy discussion is an important step in understanding what matters most to you and the types of assets you wish to share. We then determine the most efficient way to help you reach your goals through strategic charitable giving and philanthropy that benefit you, your family, and your cherished causes.
Finding Tax Efficient Solutions
Making investments that improve your community are a feel-good way to give back, but your generosity is also a great tax strategy to reduce your tax burden. Whether you would like to make short-term, long-term, or generational gifts, our team can find tax efficient solutions that maximize your tax and financial benefits.
Discussing Your Options
Depending on your goals, there are many options available to you. You can donate funds, stocks, bonds, mutual funds, land, buildings, and so much more. You also have the option of setting up a donor advised fund or private foundation as a long-term and generational giving strategy. Our team of strategic wealth advisors ensures that you are aware of all the possibilities for charitable giving and philanthropy.
Making Your Dreams a Reality
Whether you wish to start sharing your wealth now or you would like to prepare for the future, our team of strategic wealth advisors is ready to make your dreams a reality. We encourage you to invite your existing team of trusted advisors to our table for an integrated approach to your wealth management and charitable giving. Together, we will offer solutions that reduce your tax burden, make a difference, and lead to new connections and opportunities for you and your business.
