So you're not convinced yet...

We are surrounded by wonderful philanthropists doing incredible work, yet only 22% of DAF values were applied to charitable causes in 2022. 

 

Why aren’t philanthropists and potential philanthropists maximizing their giving?

 

While our high-net-worth donors are giving to charitable causes, accounting for 38% of all philanthropic giving in 2022, we can do more to uplift and improve our communities, nation, and the world. 

 

Philanthropy has the power to change lives, both for the giver and the receiver. Philanthropy creates personal and family legacies, builds community, improves health and social connection, and can significantly enhance progress in areas such as education, conservation, human rights, healthcare, basic needs, etc.

 

There are the tax benefits, too…

• IRA tax-free qualified charitable distributions (QCDs and RMDs) 

• Immediate tax deduction

• Reduced capital gains tax

• Eliminated the burden of estate tax for your heirs

 

We hear from financial advisors, estate attorneys, and accountants that they:

• Don't have the time to advise clients on strategic philanthropy

• When a client spends down their DAF, it impacts their top-line

• They can't compete with global firms who offer charitable advising

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 We hear from donors that they:

• Haven’t considered philanthropy as part of their financial strategy, nor have they considered the tax advantages

• Are working with charities and it's time-consuming and frustrating

• Wonder if their giving could be more strategic and what impact they’re having

• Identified their charities long ago but haven’t reevaluated their strategy 

• Are thinking about what legacy they will leave behind

• Feel it’s too difficult to decide where to give

• Don’t want to be repeatedly asked for money

• Didn’t hear from the charity after they gave in the past, so stopped 

 

Whether you’re an established firm or philanthropist or just getting started, making a meaningful difference with philanthropy can be complicated and time-consuming. 

 

We hear you. We're here to help.