Values, tax, and family — at once.
Done well, charitable giving is a tax move, a values move, and a family-conversation move at once.
Three things at once
Charitable giving, structured well, does three things at once — it can reduce a tax bill, express the family's values, and open a conversation across generations about what the family wants its wealth to do.
Structures inside the broader plan
We design donor-advised funds, charitable trusts, and qualified charitable distributions inside the broader plan, coordinated with the family's tax and estate picture rather than decided in isolation.
What’s included.
- Donor-advised fund (DAF) setup — giving structured for the long run
- Charitable remainder and lead trusts — income and giving, sequenced together
- Qualified charitable distributions (QCD) — IRA giving handled correctly
- Bunching strategies for itemizers — timing that fits how you file
- Multi-generational giving conversations — the family aligned on intent
How it works.
Clarify the intent
You start from what you want the giving to accomplish, before any vehicle is chosen.
Model the structure
You see how a donor-advised fund, a charitable trust, or another vehicle fits against your tax and estate picture.
Coordinate across generations
Your family has a facilitated conversation when the giving is meant to carry across generations.
Answers from the practice.
What is a donor-advised fund?
An account that accepts a charitable contribution immediately while letting the family recommend grants to specific charities over time, rather than requiring the full gift to go to one charity at once.
What is a qualified charitable distribution (QCD)?
A direct transfer from an IRA to a qualifying charity that can count toward a required distribution without being added to taxable income, subject to the IRS rules that apply to QCDs.
Is charitable planning right for my situation?
It fits households for whom giving is already happening — or about to — and who want the tax, values, and family-conversation sides of it working together. If gifts are occasional and small relative to the picture, simpler routes may serve you fine. A first conversation is how we find out — observations are shared, decisions stay yours.
What happens after I reach out about charitable planning?
We start with a conversation about the causes you care about and how giving fits your finances. We review current giving, the assets it could draw from, and the estate plan it sits inside, and lay out whether and how the practice can help structure it.
Coordinate with the rest of the firm.
Trusts & Wills
We coordinate the right document set with estate attorneys — and fund it, the step that most often gets skipped.
Estate PlanningWealth Transfer
Observations are shared; decisions stay yours.
Family Office ServicesFamily Office Services
Concierge financial coordination, generational governance, and consolidated reporting.
Talk through charitable planning.
An introductory conversation is the easiest way to learn whether 755 Financial is the right fit.
Schedule a Conversation