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Charitable Planning

Turning philanthropic efforts into long-term
sustainable impacts

Long-term philanthropic impacts require careful planning and go beyond simply controlling exposure to taxes and other liabilities. We’ll manage all of that, but also identify the appropriate funds for your philanthropic efforts, optimizing tax efficiency and maximizing impact so that your wealth can continue to be an extension of your family’s values.

Charitable Planning Services

  • Private foundation planning and investment management
  • Donor Advised Fund consulting and investment management
  • Appreciated securities and IRA donation consulting
  • Tax impact analysis
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Related News & Insights

Grand Wealth Management Sponsors Annual Charity Golf Classic

Grand Wealth Management was proud to be a sponsor of the 22nd annual Shawn Respert Charity Golf Classic at Egypt Valley Country Club. Our team had a great time golfing and networking with fellow Spartans. Proceeds from this event are used to support scholarships including: football, basketball, medical and other general scholarships. Go Green!

Charitable Giving Under New Tax Laws: Understanding the Donor-Advised Fund (DAF)

No matter how the 2017 Tax Cuts and Jobs Act (TCJA) may alter your tax planning, we’d like to believe one thing will remain the same: With or without a tax write-off, many Americans will still want to give generously to the charities of their choice. After all, financial incentives aren’t usually your main motivation for giving. We give to support the causes we cherish. We give because we’re grateful for the good fortune we’ve enjoyed. We give because it elevates us too. Good giving feels great – for donor and recipient alike.

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