Our philanthropic planning services can 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 institution 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 works 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:*
- Optimizing 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 or disclose conflicts of interest which helps us put the needs of our clients first.
*Please Note: Limitations: The scope of services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. ICC does not serve as an attorney, accountant, or insurance agent. ICC does not prepare legal documents or tax returns, nor does it sell insurance products.
Philanthropic planning involves helping you and your family navigate the process of charitable giving and prioritize what is most important to you. We help identify your goals, craft a strategy for giving, evaluate the impact of your gifts, and coordinate with your estate planning attorney, accountant, and other professionals to maximize your legacy gifts.
Our philanthropic planning services are highly personalized; strategies developed in close collaboration with you, your family, and other professionals. First, we determine your philanthropic objectives. Next, we craft a mission and vision statement and research the best charitable opportunities for your objectives. We optimize tax benefits and continually assess the impact of your giving so you can know your vision is being carried out.
As part of our philanthropic planning services, we can connect you with other experienced professionals who can help you realize your goals.