Charitable Giving Strategies
Making the most of your charitable giving
The desire to help others is at the heart of our firm. For our clients who are charitably inclined, we want to help you so that you can give the way you want to without incurring unnecessary expenses or hassles. For example, if you plan all your giving through an estate document, you may have to pay for changes to it, but if you have designated a charity as a beneficiary of an IRA, you can easily change charities or amounts at no cost. There may also be tax advantages to giving from an IRA.
When you work with Birchwood Financial Partners, we listen closely to your wishes and help you create a flexible giving plan that you can change as needed over your lifetime