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

Create charitable giving plan

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.