Charitable Giving Strategies
Turning Wealth Into Meaningful Impact
True generosity creates a legacy. At Moran Wealth Management®, we help you structure charitable giving strategies that align with your values, family goals, and financial plan, so your wealth benefits both loved ones and the causes that matter most.
Strategic Giving
True philanthropic impact requires more than just generosity; it demands precision. Strategic giving aligns your charitable intent with your comprehensive financial plan, ensuring every contribution is both effective and efficient.
Meaningful Impact
Your giving should be a clear reflection of your values. We help you articulate and implement a philanthropic vision, turning your generosity into a focused, measurable, and enduring legacy for your family and community.
Strategic Philanthropy: Giving With Purpose
Effective giving starts with strategy. Coordinated with your estate and investment plan, philanthropy can:
Tax-Efficient Strategy
Help reduce income, capital gains, and estate taxes (as permitted by IRS rules).
Targeted Impact
Provide ongoing support for organizations you value.
Family Engagement
Engage family members around a shared purpose.
Legacy & Values
Reflect your long-term legacy and values.
Our Process
Our integrated approach helps ensure your charitable intentions are thoughtfully implemented.
Define what impact you want to make.
Choose the most suitable vehicles (DAFs, trusts, or foundations).
Align efforts with your CPA, attorney, and trustees.
Adjust as family priorities or tax laws evolve.
Popular Charitable Giving Tools
We provide guidance on the most appropriate charitable vehicles, from Donor-Advised Funds to Private Foundations, to align with your specific financial and legacy goals.
Simplify giving with immediate tax deductions and long-term grant flexibility.
Donate directly from IRAs to potentially reduce taxable income.
Combine income or estate planning with philanthropy.
Create a long -term, family-led vehicle for charitable giving.
Integrating Philanthropy With Your Wealth Plan
Your giving should complement, not complicate, your financial and wealth management strategy. We help coordinate charitable gifts with asset investment, estate planning, and tax planning to maximize both impact and efficiency.
Why Work With Moran Wealth Management®
We combine expertise and empathy to make philanthropy both meaningful and methodical.
Integrated Planning
Each charitable strategy is designed to fit within your broader financial picture.
Experience
Guidance on advanced giving vehicles and governance.
Education
Empowering families across generations to give wisely.
Fiduciary Duty
Independent advice focused solely on your vision.
Give With Purpose and Precision
Your generosity can strengthen communities and inspire generations. Moran Wealth Management® helps you approach giving with clarity and purpose, aligning your contributions with your goals and your values.