Charitable Giving and Planning

Charitable Giving and Planning

Many of our clients are charitably inclined. Understanding the most tax-efficient way to honor your charitable commitments and how these gifts impact the other aspects of your financial plan is paramount to maximizing the benefit to you and the charity. In most cases, this leads us to the following message for our clients—STOP Writing Checks!

Whether a bequest, a Qualified Charitable Distribution from a retirement account, or a gift to a Donor Advised Fund, your FBB team will work with you and your tax professional to determine which method or combination of them is most appropriate for your situation.

Please contact us to learn more about charitable giving planning.  

charitable giving and planning

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If you have any questions regarding our services, we encourage you to schedule a consultation with one of our financial advisors. We are pleased to offer customized wealth management and financial planning for your specific needs.