Charitable giving planning is an opportunity to reflect what matters most to you and to carry those values forward. A thoughtful approach can help align your generosity with your financial priorities while considering the needs of future generations.
At BGA, we work with individuals, families, and business owners to develop structured charitable planning strategies that connect your goals, your family, and the causes that are important to you.
For many families, strategic charitable planning is about more than a single donation. It is about creating continuity between generations and making intentional financial decisions over time.
A coordinated approach to charitable giving strategies can help you: Clarify Your Giving Priorities, Integrate Giving with Your Financial Plan, and Involve the Next Generation
Every family approaches giving differently. Our role is to help you evaluate your options and make informed decisions that align with your goals.
We work with you to define your charitable objectives and evaluate charitable giving strategies that align with your financial situation and long term priorities.
We help you assess whether a donor advised fund strategy may be appropriate based on your goals. Donor advised funds can offer flexibility in the timing of contributions and distributions, subject to applicable rules and individual circumstances.
We assist in evaluating charitable trust strategies, including charitable remainder trusts and charitable lead trusts, in coordination with your legal and tax advisors. These structures may support both charitable and estate planning objectives depending on your situation.
Charitable goals can be incorporated into your broader estate and legacy planning strategy. We work with you and your advisors to align charitable giving with your long term financial plan and family objectives.
Effective charitable planning for high net worth families is often considered over time. As your financial situation evolves, your giving strategy may also change.
We provide ongoing guidance to help you revisit decisions, evaluate new opportunities, and keep your charitable strategy aligned with your goals.
Charitable giving is a personal decision that benefits from thoughtful planning. Whether you are refining your approach or exploring options for the first time, we can help you take the next step.
