What kind of contribution do you hope to make to the causes and institutions you care most about? When it comes to charitable giving, we have extensive experience assisting you in identifying the most tax-efficient strategies to maximize your gift and minimize taxes on your estate, while ensuring that every solution is consistent with your goals and intentions.
When asked, "What should I do with my money?" many people's answers extend far beyond providing for their immediate family. They plan to use their fortune to fund organizations and causes that are important to them. Step into philanthropic preparation.
Instead of writing a check or giving cash, there are other ways to help people and organizations without incurring as much tax liability. Donors may be able to give more to their preferred causes when they use strategic giving techniques. A business interest, donor-advised fund, highly appreciated stock, or a distribution sent directly to a charity are all viable options for satisfying the annual RMD (which reduces taxable income).
Senior Portfolio Managers at Chamberlain Partners have the expertise and drive to help their clients make the most impactful charitable contributions. At Chamberlain Partners, we strive to "make a significant and lasting difference in the lives of others." Chamberlain Partners donates time and resources to local causes, but we also know that advising our clients on charitable giving helps them make a difference in their own neighborhoods, which ultimately makes the world a bettter place.
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