Charitable Giving
Making A Difference in the World
In today’s tech-driven world, supporting charities near and dear to our hearts is as easy as sending a text message with your donation. Sure, it’s easy, but you want your donations to be impactful and tax-efficient while aligning with your wealth strategy.
This requires thorough knowledge of tax laws and your long-term goals.
Effective charitable giving benefits everyone, including you and your family.
At Trinity Wealth Advisors, we help successful individuals and families create a charitable giving strategy that:
Supports your most valued causes
Benefits from tax advantages related to your donations
Gives non-cash assets like stocks or real estate
Establishes trusts, foundations, and other giving structures at times leveraging impact
Builds a lasting legacy with planned giving
Produces a generational impact on those you love
Here are some ways we can assist you in creating a charitable giving strategy.
Simplified Charitable Giving Strategies for Wealthy Individuals
Tax-Efficient Gifting
Gift carefully selected appreciated stocks, real estate, or securities to nonprofits to reduce taxes and support your favorite charities.
Donor-Advised Funds (DAFs)
Create a DAF for charitable contributions. Contribute, get tax deductions, and recommend grants to charities later.
Qualified Charitable Distributions (QCDs)
For those over 70½, make QCDs from your IRA to charities, meeting RMD requirements and reducing taxable income.
Charitable Remainder Trusts (CRTs)
CRTs give you or your beneficiaries income for a period, and then the remainder goes to charity, offering a charitable deduction.
Charitable Lead Trusts (CLTs)
CLTs give a charity income for a time, then assets revert to you or your heirs, reducing estate taxes and aiding charities.
Discover the Difference
Our approach to financial advising is distinctive, focusing on creating a harmonious relationship with our clients. We like to engage with individuals who share our values. Whether you’re seeking a fresh perspective or are ready to embark on a new financial journey, we invite you to see if we’re the right fit for each other.
