Strategic Giving

Giving back is close to our hearts – and planning for generosity can be part of your overall financial plan. This pillar of the Harmony FORMula brings your planning and your heart together so you’re able to gift strategically to causes you care about.

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Giving can mean a lot of different things to a lot of different people.

As you’ve accumulated wealth, you’ve done so in a community and world you care about, with people and causes that draw you in and become important to you. If you have the desire to give back to causes, charitable giving can be worked into your financial plan so you’re able to give back to the causes you care about. Our process highlights charitable giving because it can play into budget conversations, tax-efficient strategies, impact your finances, and can help you leave a lasting legacy.

Integrating Giving into Financial Plans

Your desire to give is something we want to support! Helping you plan for generosity and making your financial gifts strategically fit into your retirement plan is where we come in. We’ll help you figure out the impact of various sized gifts on your financial plan, what will happen if you pull from your different accounts to fund gifts, and adjust your plans as needed to accommodate your generosity goals.

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Annual Giving Strategies

Legacy Gift Discussions

Tax-Efficient Giving

Charitable Planning Integration

Strategic Giving – Part of A Harmonized Strategy

Philanthropy is an important part of your overall financial and retirement plan. It can greatly impact by Wealth Management, Tax-Efficient Planning, and Legacy, which is why we look at every part of your financial life before building retirement plans.

We aim to be the conductor, making sure every piece is working together towards your current and future goals. We will look at seven service pillars and follow a process of Discover → Design →Deploy to build an intentional plan aligned with what matters most to you. We call this process the Harmony FORMula.

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Independent Advisors

We’re not beholden to any one company, so we can truly give you objective analysis.

Professional Partnerships

We work closely with our home office partner on complex cases to make sure we’re doing what’s in your best interest.

Your Team

As your financial advisor, we will work with anyone else on financial team. With your introduction, we’ll happily work with your CPAs, Attorneys, etc.

What is philanthropy or charitable giving?

Philanthropy or charitable giving is the use of financial resources to support causes that are meaningful to you.

Why do people talk to advisors about strategic giving?

To align your generosity with your financial goals and explore potential tax benefits that support your overall financial plan.

How can charitable giving help mitigate the impact of taxes?

Certain strategies may help lower your taxable income or mitigate future tax exposure, depending on your situation.

Do you help with both annual giving and legacy gifts?

Yes—we help plan both ongoing contributions and long-term charitable impact, showing how each fits within your overall financial plan.

Do you work with organizations directly on my behalf?

In most cases, we do not work directly with organizations unless they are listed as a beneficiary on an account.

How often should my giving strategy be reviewed?

Your giving strategy should be reviewed as your goals, tax laws, or financial circumstances change. It is important to work in collaboration with qualified professionals such as your financial advisor, tax advisor/CPA, and/or estate planning attorney.

Can you give money from retirement accounts to charitable causes?

In some cases, yes—certain strategies allow for tax-efficient charitable distributions coordinated with your retirement accounts and overall financial plan.

Ready to Make Strategic Giving Part of Your Financial Plan?

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