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Charitable Planning

Charitable planning can help you achieve your philanthropic goals while also providing tax benefits and helping to maximize your giving potential. Here are some of the charitable planning services we offer:

  • We understand that your wealth can serve as a powerful tool to make a lasting impact on the world. We'll help you identify the causes that resonate with your values and passions, and design a strategic giving plan that maximizes your philanthropic efforts. Together, we can transform lives and communities, creating a legacy of compassion and positive change.

  • Our wealth management team is passionate about helping you make a meaningful impact through your charitable contributions. We'll identify tax-efficient giving strategies, such as charitable deductions and planned giving, ensuring that your generosity benefits both your chosen causes and your financial well-being. Through careful analysis of the tax implications of various giving options, we'll develop a tax-efficient giving plan that amplifies your giving potential while minimizing your tax burden, allowing you to make a difference in the lives of others without sacrificing your own financial security.

  • We want to ensure that your legacy of giving extends beyond your lifetime. Our team will review your estate planning documents for charitable giving opportunities and identify strategies such as charitable bequests and planned giving. Together, we'll develop an estate plan that supports your philanthropic goals while maximizing tax benefits, providing lasting support to the causes you hold dear and preserving your memory as a compassionate benefactor.

Charitable planning is a powerful way to make a positive impact in your community and support causes that are important to you. We can help you navigate the complexities of charitable giving and develop a plan that aligns with your values and financial goals.

The subject matter in this communication is educational only and provided with the understanding that Principal® is not rendering legal, accounting, investment or tax advice. You should consult with appropriate counsel, financial professionals, and other advisors on all matters pertaining to legal, tax, investment or accounting obligations and requirements.

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