Donating Wealth
At Lauterbach Financial Advisors, we believe that the true value of philanthropy lies in the meaning it brings to those both giving and receiving. In addition, research shows that a pleasant by-product for a family engaged in charitable pursuits appears to be the value it adds to effective communication of family values among generations. (Source: The Williams Group)
There are many considerations and benefits when integrating philanthropic requests into a wealth strategy. Ongoing legislative reform, personal interests and various investment opportunities may afford existing and new opportunities for charitable giving to play an increasing role within your tax and wealth planning efforts. As part of our partnership, we carefully integrate charitable giving into your personal strategy and we keep up with the latest regulations in this area to add value to your charitable pursuits.
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