We at Integrated Wealth Solutions are passionate about inspiring our clients to think philanthropically and utilize their time, talents, and treasures to leave a legacy that will extend far beyond their own lives. Indeed, this is one of the most enjoyable and rewarding aspects of the work we do.
Some examples of the advanced gifting strategies we use are Donor Advised Funds, Charitable Remainder Trusts, and Private Family Foundations. We educate our clients regarding the benefits of donating assets other than cash — such as highly appreciated securities, business ownership interests, and real estate — to help them give in a more tax-efficient manner. Oftentimes, this results in clients having far greater giving impact that they would have had otherwise, simply by transferring some of the dollars they would have had to send Uncle Sam to the charitable causes they truly care about.
Below are some of the civic, charitable, and faith-based organizations we and our clients support: