Charitable Planning, Estate Planning and Investment Advisor

Charitable Giving: Enhancing Wealth with Purpose and Impact

Ballast Advisors

SEPTEMBER 5, 2024

Financial and Tax Benefits of Charitable Giving From a financial perspective, charitable giving offers significant tax benefits. Charitable Trusts: Setting up charitable remainder trusts (CRTs) or charitable lead trusts (CLTs) can provide income streams for you or your beneficiaries while eventually benefiting your chosen charities.

Wealth Management

Wealth Management Taxes Charitable Planning Estate Planning

Values Based Financial Planning is Powerful and Can Lead To Success!

Envision Wealth Planning

MARCH 2, 2022

You may also choose to focus your charitable planning on organizations that promote your values around sustainability and climate change. You may do this with ongoing charitable contributions during your life and charitable planning at your death. You might also seek out green investment funds.

Financial Planning

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Charitable Giving: Enhancing Wealth with Purpose and Impact

Values Based Financial Planning is Powerful and Can Lead To Success!

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