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Philanthropic Planning

It’s not just what you give, it’s also how.

By supporting the people and causes you believe in, you’re putting your assets to some of their highest use.

We can help you explore the possibilities of giving in ways that increase the value of your gift to those who receive and support your larger financial goals.

Think beyond cash

Your options for giving go well beyond cash. When you want to make a contribution, consider giving appreciated assets. This has more than a few tax advantages. For instance, you may be able to deduct the market value of your donation and/or avoid capital gains taxes. A quick chat with your LNW advisor before making a gift to charity could allow you to give more with less impact on your financial picture.

There are many types of non-cash donations you can make. From closely held business stock to in-kind donations, to contributions of time and expertise, we’re experts at helping you give in ways that are best for everyone involved.

Supporting what matters to you, now and for years to come

In addition to funding through donations of cash or other assets, LNW advisors can help you create a donor advised fund and include philanthropic gifts and trusts in your estate plan to create a lasting legacy.

If you’re ready to take your philanthropic work even further, we can support the creation and management of foundations and endowments to ensure ongoing funding over many generations. And because we believe in investing in the community ourselves, we can help you work directly with nonprofit organizations so that you can give in the most helpful way possible.

Smart giving in the family

One of the most important ways our clients give is to family. Gifts of cash or other assets can support and celebrate those you love. Even here—and maybe especially given the complexities of family—it’s important to plan before giving. We can provide guidance built on decades of experience as you consider gifts to family members for anything from tuition and medical costs to birthdays and weddings. With a good plan, you can feel even better about your gift because you were smart about it.