A carefully constructed giving plan can maximize benefits to you, your family and the causes you care about

Charitable giving and philanthropy is an important part of a comprehensive wealth management plan. Your IG Consultant will help integrate your values and goals into a carefully constructed plan to share your wealth in the most tax-efficient manner.

Consider which causes are important to you and how best to support them

Your IG Consultant can assist you with your giving options, such as utilizing a donor-advised fund which can provide many of the benefits of a private foundation without the upfront costs and administration responsibilities.

We can help you develop a long-term strategic approach to charitable giving to build your lasting legacy and foster multi-generational philanthropy.

Strategize the timing and source of your giving

We can assess your unique circumstances to identify opportunities and enhance tax efficiency. There is significant flexibility in selecting what to donate. If you hold publicly traded securities; such as stocks, bonds, or mutual funds, and choose to gift these investments then additional tax savings can be realized.  Your IG Consultant will review potential strategies to ensure both you and your chosen charity benefit to the fullest from your gift.

The IG Wealth Management Charitable Giving Program

Maximize your giving while minimizing complexity. A partnership between IG Wealth Management and the Strategic Charitable Giving Foundation – the IG Wealth Management Charitable Giving Program is a donor-advised charitable giving program that facilitates philanthropy without the administrative responsibilities, time commitment or the expensive setup and continuing costs of a private foundation.