Our philanthropic planning services help lay the foundation for a lasting legacy through meaningful giving. Philanthropic planning is often part of a comprehensive wealth management strategy to help you reach your financial goals as well as charitable vision, whether it’s an endowment, private charity, public or private foundation or a donor-advised fund. Our principals have extensive experience serving on many of our community’s charitable institutions’ boards.
We know that for most of our clients, philanthropic giving isn’t simply about maximizing income tax benefits. It’s about using the wealth they’ve earned to make a positive and sustainable impact in their community and the broader world. Our team at ICC can work closely with you and your family to understand your collective passions; your history and your goals. Only then can we develop and implement a philanthropic strategy that truly aligns with your values.
Philanthropic planning can include:*
- Helping to optimize income tax benefits and incorporating these benefits into your overall wealth management planning.
- Developing a charitable plan, including a mission and vision statement to guide your giving.
- Determining which strategies are most closely aligned with your philanthropic objectives.
ICC has been working with individuals, families, foundations and corporations since 1987. With over three decades of experience as an independent financial planning firm, ICC was among the first in Nevada to adopt the fiduciary standard, a commitment seeking to eliminate and disclose conflicts of interest and putting the needs of our clients first.