Charitable giving is one of the most meaningful ways to turn wealth into purpose. Our role is to help transform your generosity into a lasting strategy—one that supports the causes you care about, strengthens your family values, and complements your overall financial plan.
Giving with intention
True charitable giving is more than generosity—it’s a reflection of your beliefs and your vision for the world you want to shape. We help you design a plan that aligns your giving with your financial goals, ensuring your contributions create real, measurable impact. Whether you want to fund scholarships, support your local community, or establish a foundation, we tailor a strategy that maximizes both the emotional and financial rewards of philanthropy.
Integrated strategies that amplify impact
Smart charitable giving doesn’t happen by chance. It’s the result of careful coordination between your tax plan, estate plan, and investment strategy. We integrate charitable giving into every aspect of your financial picture, uncovering opportunities to make your gifts more effective while optimizing tax efficiency. By donating appreciated securities, establishing donor-advised funds, or leveraging life insurance, we ensure every act of generosity enhances both your legacy and your long-term financial well-being.
Donor-advised funds
A donor-advised fund offers flexibility and simplicity for your philanthropic goals. You can contribute assets, receive immediate tax benefits, and recommend grants to your chosen charities over time. It’s a powerful way to give strategically while maintaining control and simplicity in how your generosity unfolds.
Gifting appreciated securities
Donating publicly traded securities can reduce your capital gains tax while offering a full-value charitable deduction. It’s one of the most efficient ways to give—redirecting potential tax burdens into support for the causes you believe in. We ensure each transaction is seamless, aligning your charitable intent with the most effective wealth strategies available.
Life insurance as legacy
Life insurance can extend your generosity far into the future. By naming a charity as a beneficiary, you can create a meaningful legacy while providing substantial support to the organization of your choice. The result is a lasting impact that continues long after your lifetime.
Tax efficiency through generosity
We help make your giving as strategic as it is heartfelt. By timing donations, leveraging credits, and structuring gifts for maximum efficiency, we ensure your generosity benefits both the community and your financial plan. Thoughtful charitable giving can reduce taxes, protect your estate, and create long-term sustainability for the causes that inspire you.
Strengthening families through shared purpose
Charitable giving is also a way to connect generations. Involving children and grandchildren in giving decisions teaches responsibility, empathy, and financial awareness. Together, we can build a family plan for philanthropy that preserves not just wealth but the values that define it.
From vision to action
The Leavitt Group Private Wealth Management team brings deep experience and coordination to every charitable plan. We work directly with accountants and legal advisors to ensure every element aligns perfectly, turning your intentions into actionable, lasting results.