At KWM Wealth Advisory, we understand a life well lived means more than providing for your own financial future. It is also about making a difference by supporting the causes that are most important to you. That is why we work with clients to incorporate their charitable and philanthropic planning goals as part of their overall investment plan.

While the intrinsic benefits of giving to causes you care about are vast and immeasurable, there are also financial benefits to making charitable donations. We help you identify strategies to maximize the benefits to your chosen charities as well as to your portfolio and estate, which may include:

  • Establishing a Donor-Advised Fund (DAF)
  • Making a gift of appreciated securities
  • Determining optimal timing based on your income, retirement, tax situation and estate planning goals
  • Naming a charity as a beneficiary to investment accounts and/or retirement plans
  • Making charitable gifts during your lifetime
  • Implementing a charitable remainder trust (CRT) or a Charitable Lead Trust (CLT)
  • Donating IRA assets

Many people find that having a trusted independent advisor can provide financial confidence — by clarifying economic complexity, navigating through turbulent markets, and providing a buffer between them and changing times.

Discover how KWM Wealth Advisory’s extraordinarily personalized approach to investment planning and management can help you on the road to a Life Well Lived.