Philanthropy Planning

"Philanthropy is the gentle art of giving thoughtfully."

— Bill Gates

Philanthropy planning helps you align your wealth with your values, so your generosity makes a difference today and builds a legacy for tomorrow.

What Is Philanthropy Planning?

Philanthropy planning is about more than charitable donations—it’s a strategic approach to giving that ensures your contributions create meaningful impact. Done well, it integrates with your overall financial and estate plans, ensuring your values live on for generations.

Through philanthropy planning, families and individuals can:

1. Define causes and missions that truly matter to them

2. Maximize tax efficiency while increasing giving power

3. Create lasting impact through foundations, donor-advised funds, or charitable trusts

4. Involve the next generation in values-driven giving

Why It Matters

True wealth isn’t measured only in what you keep—it’s also measured in what you share. Strategic philanthropy ensures:

Impact → Your contributions fund meaningful change, not just short-term needs

Efficiency → Tax-smart strategies stretch every dollar further

Legacy → Future generations learn to link purpose with financial responsibility

“Philanthropy is the bridge between wealth and meaning.”

How It Works

Clarify Your Vision → Identify the values and causes you care most about

Select the Right Tools → Donor-advised funds, charitable remainder trusts, private foundations, or direct gifts

Engage Your Family → Educate the next generation and include them in giving decisions

Measure & Refine → Track the impact of your giving and adjust strategies over time

Why Start Now

The earlier you align your giving with your financial plan, the greater the impact. By planning today, you can enjoy seeing your generosity at work, while also creating a roadmap that continues long after you’re gone.