Tax-Wise Charitable Planning

Adams-Hansen philanthropic or charitable planning services refer to a set of financial services that help individuals and families plan their charitable giving in a tax-efficient manner.

The goal of philanthropic planning is to maximize the impact of charitable giving while maximizing the tax benefits to the donor/s associated with it.

Philanthropic planning services typically include an analysis of the client's assets and tax situation. The plan may also include strategies for involving family members and future generations in the client's charitable giving and income planning.

Adams-Hansen philanthropic planning services are highly personalized and tailored to the specific needs and circumstances of each client. The goals may be to magnify the charitable impact, protect the assets, optimize tax benefits and/or create an income.