Effective construction of a philanthropic strategy allows you to maximize gifts, minimize taxes, and extend the life of your investments.

Contributing to charitable organizations that you care deeply about can profoundly benefit both you and the charity.  It also helps you leave a legacy of giving that changes lives and provides a model of generosity to your children, which teaches them how to handle wealth responsibly.

Harvest Financial Advisors understands the complexities of effective philanthropy.

There is a diverse universe of charitable giving vehicles available:

  • Family foundations
  • Donor-advised funds
  • Charitable foundations
  • Charitable lead or remainder trusts
  • Conservation easements
  • Registered plans
  • Outright gifts
  • Life insurance

In the United States the vast majority of giving (72%) is done through individuals and families, as evidenced by the chart to the right.

If you’ve decided that charitable giving is right for you, Harvest can help construct and manage your philanthropic plan.  We would like to partner with you and, based on your goals, assist you to identify the optimal strategies for your giving program.

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