As a Chartered Advisor in Philanthropy - I help donors give in the smartest and most tax efficient way to reach their charitable goals, experience the joy in giving, and have a tremendous impact on the things they care most deeply about.I do this by helping donors leverage the superior tax benefits of using appreciated non-cash assets to meet their current charitable giving goals- such as: real estate, business interests (S-Corp, C-Corp, LLC's, ect), investment portfolios, and many other appreciated assets to maximize deductions while mitigating or eliminating capital gains tax. I also help donors consider both the tax implications and the best tax strategies to utilize during Retirement and the Estate Planning process. I serve as a helpful resource in regard to: Wills, Trusts, IRA’s, QCD’s, RMD’s, Real Estate, Selling a Business, Succession Planning, Life Insurance, Investment Portfolios, Beneficiary Designations, Beneficiary Deeds, TOD accounts, ect.Finally, I get the incredible and humbling opportunity to walk with donors through the deeper and sometimes more complex issues of leaving a legacy and how to pass down and communicate their passions, values, and desires to their loved ones in a meaningful way. What does that look like? What do you do when you are afraid a large inheritance could be destructive to your loved one’s growth and full potential? How much money is enough for your children? What do you do with a wayward son/daughter? What is the final message you want to communicate that will have a ripple effect in your family? This aspect of my role is by far the most meaningful personally and I would argue the most impactful. If you made it this far- congratulations! I would love to be a helpful resource to YOU as well. Feel free to reach out if you’re interested in learning more. It would be my pleasure to serve you.
Listed skills include Leadership, Public Speaking, Nonprofits, Leadership Development, and 33 others.