Charitable Giving Strategy Services
Creating strategy for giving back to causes that are important to you.
Creating Your Personal Philanthropy Strategy
At Trinity Financial Group, we support many local charitable organizations in our area but most importantly, we strive to help our clients as they begin building their own personal philanthropy strategy. Whether you are looking to giveback through charitable giving, cash, non-cash charitable donations, or volunteering, we can create custom reduced tax strategies so ensure you have a sense of personal fulfillment and leave behind a meaningful legacy.
Where do we begin?
We will work with you to help you understand your options and create a strategy that fulfills your personal philanthropic wants and needs. Our process includes:
- Researching charities
- Tax-minimizing strategies
- Reviewing non-cash charitable contribution options
- Building your legacy with planned giving
Ready to start a conversation?
Developing your custom retirement plan begins here. We’ll spend 15 minutes getting to know you and your needs to match you with an advisor committed to helping you achieve your retirement goals.
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¹https://www.ssa.gov/policy/docs/quickfacts/stat_snapshot/
²https://www.ssa.gov/oact/quickcalc/earlyretire.html
³https://www.ssa.gov/benefits/retirement/planner/delayret.html
⁴https://www.ssa.gov/benefits/retirement/planner/taxes.html
⁵https://www.cnbc.com/2021/09/01/americans-are-behind-on-retirement-savings-heres-how-to-get-on-track.html
⁶https://www.fidelity.com/viewpoints/personal-finance/plan-for-rising-health-care-costs
⁷https://www.federalreserve.gov/publications/2021-economic-well-being-of-us-households-in-2020-retirement.htm
Advisory Services Offered Through CreativeOne Wealth, LLC an SEC Registered Investment Advisor. Trinity Financial Group and CreativeOne Wealth, LLC are not affiliated.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. 22219 - 2022/9/13
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
Trinity Financial Group does not provide legal advice and cannot draft legal documents. We work with experienced CPA’s, tax planners and estate planning attorneys who develop the legal documents that express a client’s estate planning intentions. We are pleased to work with a client’s current estate planning attorney, CPA®, and other advisers.