Philanthropic Strategies

Helping Clients Achieve Charitable Goals

For many clients, philanthropic pursuits are an important part of who they are. LWC Trustees can develop a sound philanthropic plan that is carefully integrated with a client’s comprehensive wealth management strategy and strengthened by our solid understanding of gift tax issues.

Answering the Questions That Matter

Trustees have the insight and experience to help answer a range of gifting questions, including:

How do I balance tax advantages with the needs of the charitable beneficiary?
Should I make one large contribution or distribute it over time?
Should gifts be in cash, securities or other assets?
How can I structure personal gifts to maximize estate-planning advantages?

Charitable Trusts and Foundations

We also work with charitable trusts, providing expert guidance, planning and support. In addition to investment and administrative services, Trustees can review and analyze grant proposals to the trust.

Raychel Mahoney, JD, CTFA

Charitable giving can be a rewarding aspect of creating one’s legacy. We work with our clients to craft strategies that balance tax efficiency with philanthropic impact.

Nushin Kormi
Trustee

what employees say philanthropic strategies

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Our Difference

See what sets LWC apart from other wealth management firms.

Trustee Relationship

The relationship between Trustee and client forms the core for everything we do.