TAX EFFICIENT CHARITABLE PLANNING
Charitable planning is one of the most beneficial aspects of a wealth management plan. The primary benefit lies in the philanthropy supporting worthy causes. However, a well-planned charitable giving strategy also provides the donor with potentially significant tax advantages. With the proper guidance, these tax advantages can amplify the impact of your charitable contributions.
5280 ASSOCIATES CHARITABLE PLANNING SERVICES
Charitable contributions and generosity are inherently connected to the human element. At 5280 Associates, we practice this philosophy through our highly personalized approach to tax efficient charitable wealth planning. We go beyond traditional financial planning to cultivate lasting relationships built on trust, empathy, and mutual respect. Our commitment to excellence extends beyond financial expertise to ensure that your journey with us is both rewarding and fulfilling.
Tax Efficient Charitable Giving Strategies
Charitable Giving Tax Strategies
Maximize impact while minimizing tax burden through strategic charitable planning.
Charitable Remainder Trusts
Secure your future while supporting causes close to your heart with tax-advantaged trusts.
Qualified Charitable Distributions
Leverage tax advantages by donating directly from retirement accounts to charitable causes.
Donating Appreciated Assets
Unlock tax benefits by donating stocks, real estate, or other appreciated assets.
Donor-Advised Funds
Exercise ongoing charitable influence with flexible, tax-efficient giving solutions.
Charitable Lead Trusts
Support philanthropic causes now while preserving assets for future generations.
Charitable Giving Strategies
Basic and advanced strategies tailored to align your financial goals and personal values.
Foundation Formation
Establish a lasting legacy and amplify your philanthropic impact with a private foundation.
Donor-Advised Funds
Donor-advised funds (DAFs) offer a strategic avenue for tax-efficient charitable giving. By contributing to a DAF, donors receive immediate tax benefits while retaining the ability to recommend grants to charitable organizations over time. This approach supports worthy causes while maximizing the impact of donations through careful planning. At 5280 Associates, we know that your financial health can change over time, and DAFs offer the perfect solution for your charitable giving to evolve with your goals. Together, we can craft a tailored plan that aligns your financial goals with your desire to make a meaningful difference.
Pricing
Integrating charitable planning into your comprehensive financial strategy is essential, rather than treating it as a standalone service. Our financial planning service, detailed on our financial planning page, is tailored to the complexity of your needs and the ongoing advice you require as your circumstances and goals evolve. Our fee structure is straightforward and transparent: you pay an annual flat fee for a 12-month agreement. This fee covers your initial analysis, automated meetings to keep you on track, access to our diverse team with various backgrounds, skill sets, and specialties, ongoing plan maintenance, and any required advice. The minimum annual flat fee for new clients starts at $5,000.