Philanthropic Giving

It doesn’t take great wealth to make a profound difference in the lives of others. You just need a strong social conscience and a willingness to support the efforts of the causes that matter most to you.


In 2021, Americans gave more than $484 billion to charity, with more than 67% coming directly from individuals.*

 

 

Things to consider

Depending on your goals—whether you want to give as part of your estate plan or want to get more actively involved in giving now—there are different strategies and approaches to help simplify giving and make your money go further.

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Simplify your family’s giving

Rather than writing checks, consider Donor Advised Funds, which offer a simple giving solution that’s easy to set up.

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Leave assets to your favorite charities

With a Charitable Remainder Trust, you can still enjoy an income stream from the assets you gift to one or more charities.

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Align your portfolio and values

Want to do well while doing good? Let us help you to better reflect your environmental, social, and ethical values in your investments.

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Start a philanthropic legacy

Families with considerable wealth may want to explore making an even greater charitable impact through a private foundation.

*Giving USA, June 21, 2022

What to ask your Janney Financial Advisor

  • How can I maximize my gifts to charities and organizations that I support?
  • What’s the most tax-efficient way for me to give?
  • How can we involve our children in our philanthropy to help them become more compassionate and engaged?

 

 

 

 

Talk with a Janney Financial Advisor

You don’t need to go it alone. Wherever you are on your wealth journey, we can build a tailored financial plan and make recommendations that are aligned with your best interest and unique needs, goals, and preferences. Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.

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