It’s natural to want to make a difference in your community— especially as an ambitious business owner. However, your charitable efforts might not have a sizable impact without strategizing. Did you know that with the right approach, you can give generously while saving thousands in taxes?
Why do you need it?
Strategic philanthropy amplifies your impact and minimizes your tax burden. Here is how WiseInvest™ can make your charitable efforts more effective:
- Customized charitable programs: We design giving strategies tailored to your values and goals—whether you want to contribute to the education system, health-related causes, or other community issues. We ensure your contributions will align with your passions while maximizing their impact.
- Tax-efficient giving strategies: From donating appreciated assets to optimizing cash donations, we ensure your contributions provide maximum deductions.
- Donor-advised funds (DAFs): With a DAF, you can contribute now, gain immediate tax benefits, and direct additional funds to your chosen causes over time.
- Convert life insurance into charitable value: Turn an unused term life insurance policy into a permanent one, donate it to a charity, and reap additional tax benefits.
How we can help:
At WiseInvest™, we can help:
- Maximize the impact of your generosity.
- Optimize your contributions for the greatest tax savings.
- Create a giving strategy that aligns with your financial and personal goals.
Make Giving Back Easier and More Impactful
Your generosity can do more. Contact WiseInvest™ today to discover how our strategic giving programs can help you achieve your philanthropic goals while saving on taxes. Let’s turn your charitable vision into a reality with greater impact and efficiency!
Our Process
UNDERSTANDING YOUR NEEDS
Discovery Phase
We start by listening, getting to know your goals, challenges, and opportunities. This is where we lay the foundation for a strategy that truly fits you.
1
DESIGNING A TAOLORED PLAN
Planning Phase
With a clear picture of your needs, we craft a customized plan designed to grow, protect, and transfer your wealth efficiently.
2
BRINGING THE PLAN TO LIFE
Implementation Phase
We put the strategy into action, ensuring everything is executed smoothly and effectively. We're with you every step of the way.
3
STAYING ON TRACK
Review Phase
Life changes, and so should your plan. We conduct regular reviews to adjust and refine your strategy, keeping you on course toward your financial goals.