For clients who have invested their hearts and souls into charitable endeavors, Plante Moran Wealth Management can help you find ways to support the organizations, causes, and missions you care about.
Financial advisory and investment strategy
Plante Moran Financial Advisors’ personal balance sheet approach means that our planners will look at your philanthropic aspirations as part of your overall strategy and make sure they work with you to find ways to help you meet your objectives. Our planning experts will look at your current assets, your investment plan and your long-term goals to build a strategy that takes into account your charitable giving goals.
Charitable giving techniques can often create complex tax opportunities. Plante Moran Wealth Management’s tax team will provide expert insight at the forefront of your planning process that will assist you in crafting your plan, inform you of tax benefits, and assist you in understanding the myriad of tax compliance regulations, both in the income tax and estate tax arenas.
Clients sometimes think that they need to wait until their estate passes on to their heirs to give philanthropic gifts, but Plante Moran Wealth Management’s estate planning team has expertise and ideas that can help you if you wish to consider making contributions now, when you are still able to participate and enjoy the fruits of your generosity.
Ensuring that your estate wishes are carried out is an important service that Plante Moran’s trust officers provide for their clients. If giving is a part of your long-term plan for your wealth, our trust team can help ensure that your intentions are supported and met as part of your overall plan.