Legacy & Charitable Planning

Value-Based Giving

The Essence Of Legacy Giving

Planned giving is a deliberate approach to philanthropy, allowing you to make significant charitable contributions as part of your financial or estate plan. Whether it’s setting up a charitable trust, bequeathing assets in your will, or utilizing other giving vehicles, planned giving is a powerful tool for making a meaningful difference while also potentially providing tax benefits and preserving wealth for your heirs.

Legacy and charitable planning is pivotal for anyone looking to:

• Ensure their wealth is used purposefully in line with their values.
• Support charitable causes in a significant, lasting way.
• Optimize tax implications for themselves and their beneficiaries.

The Role Of A Financial Advisor

Incorporating legacy and charitable planning into your overall financial strategy is vital for ensuring that your philanthropic goals are met effectively and efficiently. A professional financial advisor from Olympic Investment Group can guide you through:

• Identifying charitable interests and aligning them with your financial goals.
• Exploring various giving strategies to maximize impact and tax efficiency.
• Integrating charitable giving within your broader estate plan for cohesive wealth management.

Legacy and charitable planning is an ongoing process that should adapt to life’s changes. Regularly reviewing your planned giving strategy ensures that it remains aligned with your current financial situation, philanthropic objectives, and any changes in tax legislation.