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
Charitable giving can be an important part of your financial plan and your legacy. We help clients evaluate giving strategies such as:
- Donor-Advised Funds
- Qualified Charitable Distributions (QCDs)
- Appreciated securities
- Real estate gifts
- Charitable trusts and other planning strategies
Our goal is to help you give intentionally while considering your broader financial picture.
Yes. Many clients choose to include charitable organizations as part of their legacy. We can help coordinate your charitable goals with your estate planning attorney to incorporate qualified nonprofit organizations into your estate plan.
