Multiply Your
Impact Through philanthropic financial planning
Our strategic philanthropic financial planning helps you give with wisdom and purpose—maximizing tax benefits while helping your wealth support causes that align with your values and legacy goals.
Philanthropic Planning for a Lasting Legacy
At Legacy Planning Advisors, we believe true wealth extends beyond finances—it’s about the impact you leave behind. Our comprehensive planning services simplify financial complexity, empowering you to make informed decisions that align with your values and long-term vision.
Charitable Giving Strategies
Maximize the impact of your donations through tax-efficient giving methods, such as donor-advised funds and charitable trusts.
Legacy & Multi-Generational Giving
Structure your philanthropy to instill generosity in future generations while ensuring your values endure.
Faith-Based & Kingdom Giving
Align your giving with your faith by supporting ministries, missions, and organizations that reflect your biblical values.
Tax-Advantaged Philanthropy
Reduce your tax burden while increasing the effectiveness of your charitable contributions.
Business & Corporate Giving
Develop a philanthropic strategy that integrates charitable giving into your business operations and succession planning.
Meet The Becks
Jake and Sherri Beck are high-net-worth Christians who are now retired and have more than enough for the two of them. They have very generous hearts and established a vision when talking to us that they wanted to give as much as possible to a Christian cause they cared about. And they didn’t want to wait and donate through their estate—they wanted to see the impact their money was making.
We worked with both the Becks and the organization to determine which method of giving would benefit both parties the most. In the end, the Becks were able to gift real estate to the organization, and were able to enjoy the favorable tax treatment from the sale.
Give Wisely. Impact Generations.
In our first conversation with you, we’ll get to know you and your charitable giving goals. From there, we’ll create a financial plan that reflects our conversation with you. This conversation is completely fee- and obligation-free.
FAQ
At Legacy Planning Advisors, we work with you to strategize beyond traditional methods of philanthropic giving. Our team can help you support causes and charities in ways that are tax-optimized and give you more freedom, including Donor-Advised Funds, Qualified Charitable Distributions, gifts of real estate, donating appreciated stock, and more.
Yes! Charities and organizations can be listed as beneficiaries in your estate plan. Our team can help you incorporate charities and nonprofit organizations into your estate, so long as they are recognized as nonprofits by the IRS.
