More than three-quarters of investors would like their investments to reflect their values.1 They’re among the growing number of people who want to use their wealth to make a positive impact on the world and leave a legacy that supports both their loved ones and causes they care about in a thoughtful and lasting way.
The end of the year is the perfect time to assess whether your financial plan contains strategies for using your money for good, whether that’s through charitable giving, a trust or investment decisions that align with your personal values.
The end of the year is also a good time to assess your tax liability and find ways to create efficiencies. This year, potential tax law changes make it an even more critical task. With Congress and the White House debating a wide range of proposals, significant changes to gift and estate taxes could be on the horizon. It’s a good idea to understand how proposed shifts could impact your own financial situation so you can take steps now to mitigate your exposure to potentially higher taxes in the future. Read more about potential tax law changes and how they could affect you.
But while tax planning can help you safeguard your wealth, it pays to look even further into the future. Our eBook, “How to use your wealth to make a difference,” looks at three strategies to ensure your financial plan reflects your values: charitable giving, impact investing and trusts. In it, you’ll find practical information to help you get started, as well as links to further information on the many elements of estate planning.
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Build your legacy
We can help you support the people and causes you care about for generations to come.
Preparing for potential tax law changes
A variety of proposals are being considered that could result in a dramatic alteration in tax policy.
Advanced charitable giving strategies
Qualified charitable distributions and gifts of appreciated stocks may allow you to further your philanthropic impact in a tax-efficient manner.
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