Why Giving Is Part of Your Wealth Plan

Yes — we help you open, fund, and strategically use donor-advised funds as part of your long-term financial and philanthropic plan.

DAFs are one of the most flexible and tax-efficient charitable tools available. We help you determine how much to give, when to give, and which assets to use, while aligning your giving with your values, tax strategy, and long-term legacy goals. 

Yes — we help you build a charitable giving strategy that aligns with your values, tax planning, and long-term goals.

Whether you want to give during your lifetime or integrate giving into your estate plan, we help you understand the best ways to structure your donations, maximize tax benefits, and create a long-term charitable impact. This is especially valuable for women inheriting wealth, first-generation wealth builders, and families who want to give with intention. 

Yes — we partner with nonprofits, foundations, and charitable organizations for educational sessions, planned giving support, and philanthropic strategy.

As a board member of the Saint Louis Council of Charitable Gift Planners and a partner with the Philanthropic Institute for Professional Advisors, we collaborate directly with nonprofits on donor education, legacy planning, fundraising conversations, and charitable giving structures that support both the donor and the organization. 

Giving should support both your values and your long-term financial security — never compete with it.

We integrate charitable goals into your investment strategy, tax planning, estate planning, and legacy vision. Whether you’re making annual gifts, donating appreciated assets, or building a multi-generational legacy, we ensure your giving aligns with your long-term plan so you can contribute confidently and sustainably. 

Yes — we frequently help women and first-generation wealth builders incorporate charitable giving after inheriting wealth.

Many clients inherit assets for the first time and want to use a portion for meaningful impact. We help you understand tax implications, gifting strategies, donor-advised funds, and legacy planning so you can give intentionally without jeopardizing your long-term financial security.