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Charitable Giving

Charitably Minded?

Get Help from our Financial and Tax Advisors.

Do you want to help those less fortunate than you or to contribute to the common good? A financial advisor can help you leverage your contributions by making them in a tax efficient manner. This could mean donating appreciated stock, or using untaxed retirement funds. You may want to set up a Donor Advised Fund to make gifts anonymously, to involve your family in charitable giving, or optimize your tax deductions. We can even help set up a retirement stream of income combined with a charitable gift.

As experienced tax planners, we can guide you on the most effective way to structure your estate to leave your tax-inefficient assets to charity and leave your heirs a relatively tax-free inheritance.

Contact Us

At Milestone Financial Planning, you will work directly with one of our CERTIFIED FINANCIAL PLANNER™ practitioners and be supported by our entire team. Our team has a fiduciary responsibility to our clients. We incorporate tax advice into our financial planning, as taxes are an integral part of any financial planning decision. This is an important distinction between our service offering and what other advisors may offer. We also coordinate your plan with your other advisors – estate planning attorneys, insurance agents, CPAs, etc.