Philanthropic Planning
Make a Lasting Impact with Our Philanthropic Planning Services. Maximize the Impact of Your Charitable Giving and Achieve Your Philanthropic Goals.
At McGibbs Investment Consultants, we believe that philanthropy plays an important role in the lives of our clients. Our philanthropic planning services are designed to help clients achieve their philanthropic goals, maximize the impact of their charitable giving, and leave a lasting legacy of giving that can benefit future generations.
Our experienced advisors work closely with clients to develop customized philanthropic plans that align with their values, financial circumstances, and philanthropic objectives. We provide guidance on a range of philanthropic planning strategies, including:
I. Donor Advised Funds:
We offer guidance on donor-advised funds, which allow clients to make a tax-deductible contribution to a charitable fund and then recommend grants to their favorite charities over time. Donor-advised funds can help clients achieve their philanthropic goals while also providing tax benefits and flexibility.
II. Charitable Trusts:
We offer guidance on charitable trusts, including charitable remainder trusts and charitable lead trusts. These trusts can help clients achieve their philanthropic goals while also providing tax benefits and potential income streams. Charitable trusts can also help clients support charitable causes while also providing financial benefits for themselves and their loved ones.
III. Private Foundations:
We offer guidance on private foundations, which can give clients greater control over their charitable giving and enable them to create a legacy of giving that can last generations. Private foundations can help clients achieve their philanthropic goals and support charitable causes that align with their values and priorities.
IV. Legacy Planning:
We help clients develop comprehensive legacy plans that include charitable giving as a core component. We provide guidance on estate planning, trust management, and other strategies that can help clients achieve their philanthropic goals and leave a lasting impact on the causes they care about. Our experienced advisors work closely with clients to ensure that their legacy plans are customized to their unique needs and objectives and that they provide the maximum possible benefit to the causes they care about.
At McGibbs Investment Consultants, we are dedicated to helping our clients achieve their philanthropic goals and make a meaningful difference in the world. We provide guidance on all aspects of philanthropic planning, from strategy development to implementation and ongoing management. Contact us today to learn more about how our philanthropic planning services can help you achieve your charitable giving objectives and create a lasting legacy of giving.
Ready to make a difference in the world through your charitable giving?
Contact us now to learn how our philanthropic planning services can help you achieve your charitable giving objectives.
How It Works & How We Do It
Our philanthropic planning process begins with a comprehensive assessment of our clients’ financial circumstances, values, and philanthropic objectives. We work closely with clients to understand their charitable giving priorities, as well as any tax or estate planning considerations that may impact their philanthropic goals.
Based on the results of our assessment, we develop a customized philanthropic plan that is tailored to our clients’ unique needs and preferences. Our experienced advisors provide guidance on a range of philanthropic planning strategies, including donor-advised funds, charitable trusts, private foundations, and legacy planning.
We also provide ongoing support and guidance to help clients implement and manage their philanthropic plans over time. We assist clients in selecting the charities and causes that align with their values and philanthropic objectives, providing guidance on due diligence, grantmaking, and other important considerations.
Our experienced advisors provide guidance on tax planning, estate planning, and other financial considerations that can impact charitable giving. We help clients maximize the tax benefits of their charitable giving while also ensuring that their philanthropic goals are aligned with their broader financial objectives.
At McGibbs Investment Consultants, we are committed to helping clients achieve their philanthropic goals and create a lasting legacy of giving. Contact us today to learn more about how our philanthropic planning services can help you make a meaningful difference in the world.
“Philanthropy is the intersection between our values and the needs of the world. At McGibbs Investment Consultants, we help clients navigate this intersection, maximizing the impact of their charitable giving and creating a lasting legacy of giving that can benefit future generations.”
Contacts
Visit Us
205 Homer Street, Earlwood, NSW, 2206, Australia
Mail Us
info@mcgibbsinvestment.com
