Philanthropic Planning

At Meath Wealth Advisors, it’s ingrained in our firm’s culture to serve others. We strive to make a difference in people’s lives – and it inspires the work we do for our clients. As part of our planning process, we want to make sure you also have the ideas and information to help you support the causes you care about.

Do you have a specific charity you are passionate about? There are ways to structure your giving to benefit the causes you care about, in a tax efficient way. Does a donor advise fund, qualified charitable distribution, charitable remainder trust, or private family foundation make sense? We will help you evaluate these decisions as part of your overall wealth plan. Strategic philanthropic giving may strengthen your financial plan while still serving the charities you care the most about.

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