Making The Greatest Impact Possible For Your Legacy
Many of our clients are charitably inclined. Many clients choose to give back before they’ve achieved complete financial independence themselves. They want to be a source of support to charities that they are passionate about while building their own nest egg. Other clients choose to be charitable near the end of their lives. They want to make a sizable impact by leaving a sizable gift.
No matter how our clients choose to do it, they want their charitable gifts to bless the organizations they feel connected to while also being as smart about it as possible. You may not be aware of the many vehicles and strategies that can improve the size of your gift to your charity of choice while also providing you or your heirs a taxable benefit. A cash donation, while always appreciated, may not be as tax efficient as other means of giving.
At Strait & Sound, we believe that charitable giving is very important. This connects our clients with organizations and people who make their lives really meaningful. Charitable gifts are also an important part of leaving a legacy. They help guide a family’s values and sense of purpose, especially when parents model charitable behavior in front of their children. It is our goal to help our clients maximize their charitable gifts by making the best decisions possible.