Charitable Giving

Private Philanthropy can significantly change lives and communities as well as provide numerous tax-efficient rewards to the donors and their heirs. However, understanding the tax implications of your gifts can be very confusing.

Your North Wealth Advisor will help you structure an effective plan for your giving activities focusing on your passions and your dreams. We can walk you through the various charitable giving strategies and the relevant tax implications of each, realizing the most gratifying and tax-efficient outcome for your generosity.

Contact a North Wealth Advisor to discuss charitable or planned giving solutions.