philanthropy

Giving Back with Planned Philanthropy: What part does philanthropy play in planning a lasting legacy?

Giving Back with Planned Philanthropy

At CTS, we understand that success in life is about more than amassing wealth. It’s about the conscious legacy you leave behind for your loved ones, community, and society – the lives you’ve touched or perhaps even changed.

Philanthropic planning allows you to combine your charitable goals with your financial strategies. Many wealthy Americans are now more strategic about their giving, aiming to maximize the social impact of their donations. High-impact giving ensures your contributions are used effectively. By planning your giving, you can understand the causes you care about and build relationships with the organizations you support.

Philanthropic planning benefits both donors and charities. For donors, it allows you to set intentional goals for your giving, ensuring it aligns with your values. It also offers the potential for tax benefits and …