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We welcome the opportunity to help you create a living legacy while on your financial path. There are many possibilities when it comes to planning your charitable giving and Clarity Wealth Management has the navigational skills and knowledge to guide you on that path.



Charitable
Planning


Knowing that there is “more to life than money” is a cliché we embrace because it is through systematically giving back that those who find meaning in charitable pursuits are able to affect a lasting and notable impact on the world.

We welcome the aspirations of our clients to create a living legacy through good works of financial generosity during their lifetime or after their passing. Planning and laying out charitable paths benefits both present and future generations as estates and tax treatments are positively altered. We work with our clients to develop complimentary charitable plans that integrate seamlessly with all our aspects of our financial planning process and paths. By serving as your financial guide in these endeavors, we work to help you find more opportunities to be the philanthropist that you have always envisioned.

Our Charitable Planning Services include:

  • Charitable Goals and Objective Analysis 
  • Charitable Interests Inventory
  • Mission Statement Development
  • Lifetime vs. Estate Giving
  • Donor Advised Funds
  • Family Foundations
  • Charitable Remainder and Lead Trusts
  • Outright Gifts to Charity
  • Asset Gifting Strategies
  • Charitable Game Plan and Integration with all other aspects of Planning 


Explore the Paths Ahead


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