Sherpa Wealth Strategies Financial Planner in Bend, Oregon

maximizing charitable impact

maximizing charitable impact

Once our clients are confident that they have enough money to take care of themselves and their families, they’re often interested in using their resources to make a difference in the world at large. We can help you use tax-efficient strategies to maximize your charitable gifts while you’re alive and after you are gone.

Charitable giving is an expression of your most deeply held values.

We help you maximize your charitable impact by:

  • Making Qualified Charitable Distributions from your IRAs
  • Setting up Donor-Advised Funds
  • Passing along your values by involving your children and grandchildren in charitable giving
  • Choosing the most tax-efficient assets to leave to charity and which to leave to family
  • Helping you vet charities using our access to research databases
  • Connecting you with local charities and volunteer opportunities
  • Working with your attorney to set up advanced gifting strategies through:
    • Charitable Lead Annuity Trusts (CLATs)
    • Charitable Remainder Annuity Trusts (CRATs)
    • Charitable Remainder Trusts (CRTs)
    • Charitable Lead Trusts (CLTs)

Learn from our advisors.