Charitable Giving

Charitable giving may plan an important role in your financial plan. Everyone has their own reasons for gifting assets to charity. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune.  Many of the institutions of art, sciences, and education are supported in large part by those who want to give back in appreciation for their contributions to the community or the individuals themselves. 

Presently, the tax code offers incentives for gifting to a qualified charities. While we would never recommend giving to charity solely for the tax benefit, we do work with our clients to ensure they maximize available tax saving opportunities with their gifts. Gifts can be made during your life time or at death through your estate plan. Depending on your preference, we have the experience and knowledge to find the right strategy for you. Here are some examples: 

  • Outright Gifts
    • Cash
    • Low Basis Investments 
    • Personal Property
  • Charitable Remainder Trust
  • Charitable Lead Trust
  • Donor Advised Funds
  • Retirement Account Beneficiary Designation
  • Family Foundation

We'll work with you to determine: 

  • If you can afford to give
  • How much you should give 
  • What are the most tax efficient assets to give
  • What are the right vehicles to achieve your charitable intentions

For more information of Charitable Planning, please contact us today.

Thrive Wealth Management, LLC’s (Thrive) web site does not represent an offer of or a solicitation for advisory services in any state/jurisdiction of the United States or any country where the firm is not registered, notice filed, or exempt.  Thrive provides advice and makes recommendations based on the specific needs and circumstances of each client.  Clients should carefully consider their own investment objectives and never rely on any single chart, graph or marketing piece to make decisions. Thrive is not a broker dealer and does not offer tax or legal advice. Please consult your tax adviser or legal counsel for assistance with your specific needs.

Thrive Wealth Management, LLC works as your personal financial advisor or financial planner, offering you a wide range of services such as investment management, retirement planning, insurances, succesion, retirement, tax, small business and many more. We proudly serve clients from King of Prussia and Valley Forge PA, as well as the surrounding communities.

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