Give With Purpose and Intent.
Donor-advised funds, charitable remainder trusts, private foundations, and direct giving strategies that help integrate your charitable intent with your broader tax and estate plan.
Philanthropy is one of the most personal expressions of wealth. How you give, to whom, and in what form reflects your values, your priorities, and your vision for the impact you want to make. At Tierney Wealth, we help clients design giving strategies that are both deeply personal and financially disciplined. We integrate your charitable goals with your tax plan, your estate plan, and your investment strategy so that every dollar given is deployed in a manner intended to support meaningful impact for the causes you care about and the legacy you are building.
How We Approach Philanthropic Planning
Donor-Advised Funds
A donor-advised fund allows you to make a charitable contribution, which may be eligible for a tax deduction, and distribute grants to qualified charities over time. We help you determine the right funding level, timing, and asset type to help balance both the tax benefit and the philanthropic impact.
Charitable Remainder Trusts
A CRT provides income to you or your beneficiaries for a defined period, with the remainder going to charity. We develop the trust's investment strategy to balance income generation with long-term growth for the charitable beneficiary, and we model the tax benefits within the context of your broader plan.
Private Foundation Advisory
For clients who want more control over their giving, a private foundation offers the ability to hire staff, make direct grants, and create a lasting institutional presence. We help you evaluate whether a foundation is the right vehicle and develop an investment strategy to support its long-term objectives.
Tax-Efficient Giving Strategies
Donating appreciated securities, bunching charitable deductions, making qualified charitable distributions from IRAs, and timing gifts around high-income years are all strategies that may help improve the after-tax efficiency of your giving. We incorporate these strategies into your annual plan.
Legacy and Family Involvement
Philanthropy can be an effective way to engage the next generation in values-driven conversations about wealth and stewardship. We help families create giving frameworks that involve children and grandchildren in the decision-making process.
“The most effective philanthropy is not about the amount you give. It is about the intention and structure behind the gift.”
Tierney Wealth
