Giving & Generosity Planning

Purpose

Generosity is not a side topic in financial planning—it is central to a life of meaning and stewardship.

We help families move from reactive giving to intentional, strategic generosity that reflects their values and maximizes impact.

Core Philosophy

We believe generosity is one of the clearest expressions of faith and purpose.

Money is most powerful when it flows through open hands with wisdom and intention.

What We Help You Do

  • Design a structured giving strategy
  • Evaluate charitable goals and passions
  • Optimize tax-efficient giving strategies
  • Integrate giving into estate plans
  • Teach children and grandchildren about generosity
  • Align giving with Kingdom impact priorities

Strategies We Use

  • Donor-Advised Funds (DAFs)
  • Qualified Charitable Distributions (QCDs)
  • Appreciated asset gifting
  • Charitable trusts (when appropriate)
  • Legacy giving structures
  • Family giving plans

How We Work

We begin by understanding:

  • What causes matter most to you
  • Your current giving patterns
  • Tax considerations
  • Family involvement preferences

Then we design a giving strategy that is:

  • Sustainable
  • Tax-efficient
  • Values-aligned
  • Easy to execute

Return on Life Impact

Clients often experience:

  • Greater joy in giving
  • Stronger family unity around shared values
  • Increased clarity about legacy
  • A deeper sense of purpose with wealth

Frequently Asked Questions

What is generosity planning?

Generosity planning helps individuals and families create a thoughtful strategy for charitable giving. It combines personal values, financial resources, tax considerations, and long-term impact goals into a coordinated plan.

What are the tax benefits of charitable giving?

Depending on your situation, charitable giving may provide income tax deductions, capital gains tax savings, estate tax benefits, or opportunities to maximize philanthropic impact. We work with your tax professionals to help evaluate appropriate strategies.

What is a donor-advised fund?

A donor-advised fund (DAF) is a charitable account that allows individuals to make contributions, potentially receive an immediate tax deduction, invest assets for future growth, and recommend grants to charities over time.

Should charitable giving be part of my estate plan?

For many families, yes. Incorporating charitable goals into an estate plan can create a lasting legacy while supporting organizations and causes that reflect your values.

How can I teach my children about generosity?

Many families involve children and grandchildren in charitable decisions, family giving discussions, and legacy conversations. We help families create intentional strategies that encourage stewardship and generosity across generations.