Charitable and Philanthropic Planning

philanthropic planning

Philanthropic giving provides an opportunity for individuals and families to make a difference in their community and the world. But, giving generously and intentionally involves much more than simply writing a check to a charity or foundation. At Balboa Tax & Solix, our advisors are highly experienced in the art of purposeful charitable giving. We will show you how to develop a targeted philanthropic strategy that creates a legacy for your family, is tax efficient, and will enable your donations to accomplish the most good.

Our advisors will work with you to clearly define your philanthropic style and help you maximize the impact of your gifts to support an organization that's close to your heart. We start by identifying your legacy goals and finding the best way for you to give whether it's gifting real estate, creating a charitable trust, establishing a private family foundation, or some other appropriate method. Finally, we'll make sure your gift is well-timed, optimizes all appropriate tax benefits, and is in sync with your overall wealth plan.

Let us show you how to enhance your philanthropic efforts while simultaneously taking care of your family. Call to speak to one of our Irvine wealth management professionals today at 949-999-5000 or request a free consultation online to get started.

Philanthropic Planning Services

  • Charitable giving
  • Charitable trusts
  • Private foundations
  • Donor-advised funds
  • Legacy creation
  • Wealth management
  • Proactive philanthropic planning
  • Philanthropic tax planning strategies