Gifting and Philanthropic

Integrating charitable giving into your overall investment plan optimizes your strategy and develops a strong legacy for your entire family.

Support and Advice

Gifting and Philanthropic

Our Asset Management services for businesses provide a low-fee option on predesigned investment portfolios that covers all major industries, sectors, and asset classes.

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Discover Gifting and Philanthropic Solutions for Business

Donating to charity is a meaningful method to preserve your name and the name of your family for future generations. It’s also a fantastic instrument for minimizing your tax liability and organizing your estate. As part of your comprehensive financial strategy, a financial adviser from Galleon Wealth Management can advise you on how to maximize your donations.

Giving back to your community and leaving gifts to loved ones and causes you care about are both important parts of any comprehensive strategy for your wealth’s future. A legacy that continues to help people now, tomorrow, and decades from now.

Define your plan

You’ve worked diligently and made wise investments, and now you’re reaping the rewards of your labor. The distribution of your riches to causes that are important to you might be a crucial aspect of your financial strategy. We can work with your loved ones to establish your legacy and make it a reality.

We will show you how to make the most of the tax benefits available to you through various charitable giving techniques and tactics. These include:

  • Gifting appreciated securities
  • Contributing to donor advised funds
  • Establishing charitable trusts
  • Creating private family foundations
  • Purchasing life insurance
  • Donating remainder interest in a residence or vacation home

Your financial advisor can coordinate with your attorneys to revise your estate plan in a way that both protects your charitable interests and maximizes the tax benefits you’ll get. Also, we’ll collaborate with your accountants to find the most beneficial tax breaks for your planned donation.

Create your legacy

Members of your family, from grandparents to youngsters, may all take part in your philanthropic and humanitarian endeavors. Together, you and your financial adviser may create a comprehensive wealth strategy that includes gifting. This is an excellent opportunity to talk to your offspring and grandkids about the future of the family fortune.

Giving to others is about more than just numbers; it’s about making a difference. With our assistance, you can create a philanthropic strategy to leave a lasting impact on the people and causes that mean the most to you in the present and the future.

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