Charitable and Philanthropic Planning

philanthropic planning

Giving your money away for a good cause is one of the highest freedoms of wealth. At Sasserath & Co., our family wealth services team is highly experienced in setting HNW individuals up for success with philanthropic planning and 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.

We'll work with you to clearly define your philanthropic aspirations 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 another strategic method. Our team will 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 Long Island wealth management professionals today at 631-368-3110 or request a free consultation online to get started.

Philanthropic planning services include:

  • Private foundations
  • Charitable giving
  • Charitable trusts
  • Donor-advised funds
  • Asset selection to fund a charitable entity
  • Optimizing income tax benefits