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Artemis 
Financial Services
Home
About
Services
  • Planning Programs
  • Wealth Management
  • Insurance Solutions
  • Giving With Purpose
  • Business Wealth Strategy
Your Wealth Library
  • Podcast
  • Speaking & Events
Contact
Client Portal
FAQ
More
  • Home
  • About
  • Services
    • Planning Programs
    • Wealth Management
    • Insurance Solutions
    • Giving With Purpose
    • Business Wealth Strategy
  • Your Wealth Library
    • Podcast
    • Speaking & Events
  • Contact
  • Client Portal
  • FAQ
  • Home
  • About
  • Services
    • Planning Programs
    • Wealth Management
    • Insurance Solutions
    • Giving With Purpose
    • Business Wealth Strategy
  • Your Wealth Library
    • Podcast
    • Speaking & Events
  • Contact
  • Client Portal
  • FAQ
Giving with Purpose

Real wealth isn’t just about what you have—it’s about the legacy you leave behind.


Giving is a powerful part of your financial strategy. Whether it’s supporting the causes you care about, maximizing the impact of your wealth, or creating a legacy that reflects your values—it starts with a plan.

Start Building Your Legacy

Why Giving Is Part of Your Wealth Plan

Giving isn’t just for the ultra-wealthy.


With the right strategy, anyone can build a plan that reflects their values and makes a real impact.


We help you:

  • Define what giving means to you
     
  • Explore the tools that support your goals
     
  • Align giving with your overall wealth strategy
     
  • Build a legacy rooted in purpose—not pressure

Ways You Can Give

There’s no one-size-fits-all way to give. The key is finding what fits your goals, assets, and values. 

  •  Donor-Advised Funds (DAFs)
     
  • Gifting Stocks or Appreciated Securities
     
  • Life Insurance Policies
     
  • Qualified Charitable Distributions (QCDs) from Required Minimum Distributions (RMDs)
     
  • Charitable Remainder Trusts (CRTs)
     
  • Charitable Lead Trusts (CLTs)

  •  Irrevocable Life Insurance Trusts (ILITs)
     
  • Donations of Appreciated Property
     
  • Gifting Tangible Personal Property (e.g., jewelry, collectibles, equipment)
     
  • Donations of Intellectual Property
     
  • Gifting Artwork or Fine Art
     
  • Donating a Motor Vehicle

Start Your Giving Plan

More Than Just Numbers—It’s About Legacy

Giving is one of the most powerful ways to align your money with your values

Your legacy isn’t just what you leave behind. It’s what you choose to build today. 

Why Work With Artemis

woman smiling sitting on a couch with legs crossed

Giving should enhance your wealth—not complicate it.

You don’t need millions to make a meaningful impact. You just need a strategy—and a partner who gets it.


Why clients trust us:

  • We help you give without becoming “tax poor” or “insurance poor”
     
  • We don’t push products—we build plans
     
  • We understand your full financial picture
     
  • Karla serves on the board of the Saint Louis Council of Charitable Gift Planners, and is a member of the Philanthropic Institute for Professional Advisors
     

You deserve advice that reflects your values—not just your balance sheet.

Proudly Partnering With These Organizations

How Financial Planning Supports Your Giving Goals

A clear plan makes your generosity go further.


Our Financial Planning Programs help you give intentionally, without guessing, overspending, or missing key tax opportunities.


We’ll help you:

  • Clarify your giving priorities
     
  • Maximize tax advantages
     
  • Balance giving with long-term wealth goals
     
  • Build a legacy of purpose and impact


You don’t need to figure it out on your own and you don’t have to be ultra-wealthy to make a difference. With the right strategy, your giving can support your legacy, reduce taxes, and transform lives.

Explore Our Programs

Ready to Give with Purpose?

It’s time to align your generosity with your goals. Let’s create a giving plan that reflects your values, supports the causes you care about, and builds a legacy that lasts.

Start Building Your Legacy

A life is not important except in the impact it has on other lives


Jackie Robinson

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Artemis Wealth Management

12645 Olive Blvd, 2nd Floor, Creve Couer, MO 63141

314-527-2338

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