A Charitable Planning Primer – Harvesting Prosperity

A charitable planning primer - harvesting prosperity

This Harvesting Prosperity is a wonderful guide to understanding how to include charitable giving in your wealth planning. This article was originally written and shared with us by the VFO Inner Circle, a global financial concierge group.

If you – like us – consider charitable work to be important in your life, you’ll want to take some time to understand the most effective ways to give. Understanding all the options and methods of charitable giving is crucial to maximizing how much you’re able to give, without losing that giving power to taxes or other investment pitfalls.

“Smart giving is usually best accomplished as part
of your overall financial plan.”

Click here to download “Feeling Philanthropic? A Charitable Planning Primer” as a PDF

Make a maximum impact with your charitable planning

Charitable planning

Financial Harvest Wealth Advisors has successfully assisted clients in:

  • establishing family foundations
  • making gifts to Donor Advised Funds
  • creating Charitable Trusts.

Our expertise in charitable planning has been utilized to mitigate taxes and maximize charitable impact for our clients. If you or a loved one has a charity or cause that is important to you and you would like to discuss possible opportunities, we are happy to assist you through the process.

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A charitable planning primer - harvesting prosperity

Financial Harvest Wealth Advisors Team

info@financialharvest.com

The Financial Harvest Wealth Advisory team is dedicated to helping address the unique financial planning needs of each family, business, or individual that we have the privilege to serve. Our team members are focused on client success and helping our clients realize their most significant and meaningful life goals.

ACKNOWLEDGMENT: Portions of this article were published by the VFO Inner Circle, a global financial concierge group working with affluent individuals and families and is distributed with its permission. Copyright © 2020 by AES Nation, LLC.

DISCLAIMER: This report is intended to be used for educational purposes only and does not constitute tax, legal or investment advice. Financial Harvest Wealth Advisors is not affiliated with AES Nation, LLC.

Financial Harvest Wealth Advisors creates a safe environment in our office for visiting clients by practicing social distancing, wearing masks, and we have installed UV lights in our A/C system. Or, we'll work with you via Zoom or telephone conference. Your health, well-being, and peace of mind is our primary concern. 
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