Philanthropy
Envision a
greater legacy.
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
CHARITABLE TRUSTS
TAX-EFFICIENT GIVING
DONOR-ADVISED FUNDS
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.
Latest insights.
The SECURE Act: What You Need to Know
Signed into law in December 2019, the SECURE Act will significantly impact retirement, estate, and income tax planning strategies. Tim Domino outlines the important… Read More
Using Qualified Charitable Distributions
If you have a set-it-and-forget-it approach to your 401(k), you may be missing out. Learn strategies for maximizing your retirement savings at various points of… Read More
The Donor Advised Fund Revolution
Considering a private foundation for your philanthropic endeavors? There may be a more flexible and efficient option – a donor advised fund. Tim Domino, CPA, CFP®,… Read More
What Does the Tax Cuts & Jobs Act Mean to Your Philanthropic Planning?
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… Read More
Put our experience to work for your wealth.
Schedule a consultation to learn more about our
philanthropic consulting services.