When there’s a cause that’s near to your heart, you want to support it to the best of your abilities. At Sanderson, we fully encourage our clients to explore philanthropic opportunities that align with their interest and values. We work closely with you to maximize the impact of your generosity as well as to ensure that your charitable giving is integrated in your overall wealth management strategy.
The right cause, the right vehicle.
When it comes to philanthropy, there are numerous avenues to pursue—each with unique financial advantages and disadvantages. Whether you want to make a one-time donation to an organization or looking to establish a legacy in perpetuity, we can help you navigate your options—considering both tax efficiency and charitable impact perspectives.
WE CAN ADVISE YOU ON
CREATING A FOUNDATION
CHARITABLE DONATION PLANNING
Giving to the greater good.
Providing philanthropic guidance is a core offering of Sanderson, not only because it’s important to our clients, but also because it’s an area that we value on a personal level. Our firm has long supported various local and national organizations, providing both financial support and service that benefit the community.
Considering a private foundation for your philanthropic endeavours? There may be a more flexible and efficient option – a donor advised fund. Tim Domino, CPA, CFP®, explains how this charitable planning vehicle works and how it compares to private foundations.
Recent tax reform has significantly increased the standard deduction for individual tax payers, which can impact the tax benefit of charitable giving for many of our clients. In this article, we examine vehicles and strategies for fulfilling your philanthropic goals in a tax-efficient manner.
Put our experience to work for your wealth.
Schedule a consultation to learn more about our
philanthropic consulting services.