Giving with Purpose
Real wealth isn’t just about what you accumulate — it’s about the impact and legacy you choose to create.
Strategic charitable planning helps align your generosity with your values, your tax strategy, and your long-term wealth goals.
Why Giving Belongs in Your Wealth Strategy
Giving isn’t reserved for the ultra-wealthy. With the right planning, generosity can be intentional, sustainable, and deeply aligned with the life you’re building.
When giving is integrated into your overall financial strategy, it can:
- support causes you care about
- create meaningful, lasting impact
- reduce unnecessary tax exposure
- strengthen your long-term legacy
We help you approach giving with clarity — not pressure or guilt.Build a legacy rooted in purpose—not pressure
How We Support Purpose-Driven Giving
There’s no one-size-fits-all approach to charitable planning. The right strategy depends on your goals, assets, and values.
- define what giving means to you
- explore strategies that fit your financial picture
- align charitable decisions with your broader plan
- give confidently without overextending yourself
Ways You Can Give
We help clients evaluate a wide range of charitable planning strategies, including:
Cash & Asset-Based Giving
- Donor-Advised Funds (DAFs)
- Gifting appreciated securities
- Donations of appreciated property
- Qualified Charitable Distributions (QCDs)
Legacy & Advanced Planning
- Charitable Remainder Trusts (CRTs)
- Charitable Lead Trusts (CLTs)
- Irrevocable Life Insurance Trusts (ILITs)
Specialized Gifts
- Life insurance strategies
- Gifting artwork, collectibles, or tangible property
- Donations of intellectual property or business assets
Not every option is right for every person — our role is to help you understand what fits your situation.
More Than Just Numbers—It’s About Legacy
Giving is one of the most powerful ways to align your money with what matters most to you.
Your legacy isn’t only what you leave behind — it’s the impact you create today through thoughtful, intentional decisions.
Why Work With Artemis
Giving should enhance your wealth — not complicate it.
At Artemis Wealth Management, charitable planning is approached with clarity, strategy, and care. We help clients give in ways that support their financial well-being and long-term goals.
- planning that avoids becoming “tax poor” or over-insured
- strategy-driven guidance, not product pushing
- a holistic view of your full financial life
- deep experience in charitable and philanthropic planning
Karla serves on the board of the Saint Louis Council of Charitable Gift Planners and is affiliated with the Philanthropic Institute for Professional Advisors.
How Financial Planning Strengthens Your Giving
A clear financial plan allows generosity to be intentional, sustainable, and impactful.
Our Financial Planning Programs help clients:
- clarify charitable priorities
- coordinate giving with tax strategy
- balance generosity with long-term security
- build a legacy aligned with their values
You don’t need to figure this out alone — and you don’t need extreme wealth to make a meaningful difference.
FAQ: Giving With Purpose & Charitable Planning
Visit our full FAQ page for more information
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.
Ready to Give with Purpose?
Let’s create a giving strategy that reflects your values, supports the causes you care about, and fits within your broader wealth plan.
A life is not important except in the impact it has on other lives
Jackie Robinson
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