Charitable Giving and Gift and Trust Planning in Virginia
For many of ourHSC Wealth Advisors clients, leaving a legacy defined by charitable giving is an important life goal. As an experienced provider of charitable giving advice, our firm can help your family contribute to your favorite philanthropies in a meaningful and tax-efficient way.
Strategic Philanthropic Planning
Giving back to those in need, or to organizations whose worthy goals you support, is a rewarding pursuit that can also have serious tax consequences without careful planning. At HSC Wealth Advisors, our charity planning can help you assess your personal budget and your long term legacy goals when establishing an appropriate amount for giving. For some clients, this may mean giving as part of an estate plan; other clients may prefer to see their assets put to good use during the course of their lifetimes.
Securing professional advice well in advance of making a donor commitment is strongly advised. For example, donating funds directly from a traditional or Roth IRA may be tax-free if the charity qualifies. Smaller gifts may be better suited for estate planning, or you may prefer to make a charity the beneficiary of your employer-sponsored plan. The charitable trust is another option, as is establishing a private foundation or donor-advised fund. Regardless of your wishes, HSC Wealth Advisors can help you create a lasting philanthropic legacy you’ll be proud of.
Our team of professionals in Lynchburg, VA can help you reach your charitable goals. Should your philanthropic goals require assistance from tax and legal professionals, we can coordinate efforts with area experts who share our client-focused approach and with whom we have long standing relationships.
As the premier wealth management firm for gift and trust planning in Virginia, HSC Wealth Advisors is committed to putting your needs first. Our team adheres to a rigorous mission and investment philosophy that astutely manages your financial resources with your needs in mind. We customize resource management plans with sound diversification practices, a transparent fee structure and a commitment to doing what’s right by our clients.
In addition to the charitable giving advice we provide, HSC Wealth Advisors also offers comprehensive wealth management services. These services include retirement planning, investment management, education planning, tax and estate planning, and trust development and management. The relationships we build with our clients have, in many cases, lasted through decades of turbulent markets.
Our clients know they can trust us to do what’s right for them. As practicing fiduciaries, we always act in the best interests of our clients — not product sponsors.Let HSC Wealth Advisors help you plan your charitable legacy today.Contact us today to find out more about our services!