Charitable Planning
Give Intentionally and Make a Lasting Impact
Charitable giving is a meaningful way to express your values and support the causes you believe in. At Grant Capital, we help you design a philanthropic strategy that reflects the legacy you want to leave behind and aligns with your broader wealth plan.
Align Your Generosity With Strategy
Your generosity has purpose, and our team helps you give strategically. We take the time to understand what matters most to you, then structure your giving in a way that reflects your values, maximizes tax benefits, and supports the legacy you want to create.
Charitable Strategies and Giving Options
Charitable Income Tax Deductions
Structure donations to reduce your taxable income while supporting the causes you value.
Donor-Advised Funds (DAFs)
Receive immediate tax benefits and distribute gifts over time.*
Legacy and Estate-Based Giving
Incorporate philanthropy into your estate plan through charitable trusts, bequests, and other long-term giving options that extend your impact for generations.
Disclaimer: Commonwealth Financial Network® (or Grant Capital) does not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation.
*Generally, a donor-advised fund is a separately identified fund or account that is maintained and operated by a section 501(c)(3) organization, which is called a sponsoring organization. Each account is composed of contributions made by individual donors. Once the donor makes the contribution, the organization has legal control over it; however, the donor, or donor’s representative, retains advisory privileges with respect to the distribution of funds and the investment assets in the account. Donors take a tax deduction for all contributions at the time they are made, even though the money may not be dispersed to a charity until much later.