A Customized Approach to Charitable Giving
Giving back should be both meaningful and strategic. We help clients integrate charitable giving with tax and legacy planning, ensuring their philanthropic efforts align with their broader financial goals. One of the ways we facilitate charitable giving is through the Johnson Charitable Gift Fund, established in 2004. This fund helps clients maximize their charitable contributions through Donor-Advised Accounts and Endowment Funds, offering comprehensive solutions that merge charitable, tax, and legacy planning.
How We Help You Give Smarter
We take a tailored approach to charitable wealth planning, considering income tax and estate planning to develop a strategy that reflects what matters most to you. We start with three key questions:
- How much wealth do you need to feel financially secure during your lifetime?
- How much wealth do you wish to leave to your family?
- How much wealth do you wish to leave to charity?
Our strategic approach includes:
- Unique Asset Contributions: Facilitating donations of complex assets such as real estate, private business interests, and appreciated securities.
- Tax Optimization: Structuring charitable gifts to maximize tax benefits, including Qualified Charitable Distributions (QDCs) from IRAs.
- Legacy & Estate Integration: Ensuring charitable giving complements your long-term wealth transfer strategies.
- Donor-Advised Fund Solutions: Leveraging the Johnson Charitable Gift Fund for flexible, tax-efficient giving.
Aligning Philanthropy with Financial Strategy
Our wealth advisory team works closely with clients to develop charitable plans that balance generosity with financial prudence. Whether you want to establish a donor-advised fund, create a family foundation, or contribute unique assets, we provide expert guidance every step of the way.
Donor-Advised Accounts: A Flexible Giving Solution
Donor-Advised Accounts offer a tax-efficient way to manage annual charitable gifts. We structure these accounts to maximize income tax deductions while allowing you to plan your contributions strategically. Benefits include:
- Low contribution minimums
- Easy setup and minimal costs
- Income tax benefits
- Ability to give anonymously
- Cost-effective alternative to a private foundation
- Grant-making flexibility
Endowment Funds: Creating a Lasting Legacy
An Endowment Fund through the Johnson Charitable Gift Fund provides a perpetual stream of annual charitable grants. These funds are invested for long-term growth, ensuring future distributions increase with inflation while supporting your chosen charities and philanthropic goals.
Why Partner With Us?
With a deep understanding of tax-efficient giving and legacy planning, we help maximize your charitable impact while preserving wealth for future generations. As a fee-only fiduciary, our advice is always in your best interest.
Start Your Giving Strategy Today
Let’s create a charitable plan that aligns with your values and financial goals. Contact us to explore your options.