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​Philanthropic Planning:

​Many give to charity to benefit society.  Others want to teach life lessons to their children or to create a legacy for their heirs.  Some simply want the tax deduction.  However, what most don’t know is that you can maximize the effectiveness of your donation while accomplishing your philanthropic goals.

Depending upon what you donate and how you donate it, you can increase the deductibility of your donation by 20 percent. 

Plus, giving to charity can be more than simply writing a check to your favorite charitable organization, never again to use those funds.  The IRS allows you to set aside dollars for charitable intent, receive a tax deduction for those dollars, and still have access to those funds. 

Your legacy need not end at your demise. The Private Client Advisers Wealth Transfer Protocol™ can show you how to effectively maximize your charitable dollars and pass your wealth onto your family, children, and to charity while satisfying your philanthropic desires.
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  • Home
  • Three Dimensional Planning
  • Asset Protection
    • Family Limited Partnership
    • Domestic Trusts
    • Foreign Asset Protection Trust
    • Equity Management Mortgage®
    • Asset Protection FAQ's
  • TAX PLANNING
    • Capital Gain Tax Mitigation Strategies >
      • Opportunity Zone Funds
      • Enhanced Opportunity Fund
    • Philanthropic Planning
    • Puerto Rican Act 20/22
    • USVI Economic Development Companies
    • Custom Design Life Insurance
  • Estate Planning
    • Trusts
  • Personal Management
  • Strategic Partnerships
  • Working with Advisors
  • Contact Us