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Charitable Giving

Charitable Giving

Charitable Giving

How to Maximize Your Charitable Giving

Macino Financial Services understands that donating part of your wealth to worthwhile causes is an important value for many of his clients. That is why we initiate conversations about charitable giving and philanthropy as part of the initial strategic planning session.

Whether you’re interested in a one-time anonymous gift or you plan to spearhead a major fundraising effort for a community organization, you can depend on Macino Financial to help you meet your charitable giving goals.

You Benefit from Your Donations Too

You may be able to donate more than you thought you could afford by using planned giving tools such as annuities and charitable trusts. This obviously benefits the recipient of your gift, but employing strategic giving has important perks for you as well. Some of these include:

  • Simultaneously create a stream of lifetime income
  • Maintain greater control over your assets, including the estate you plan to eventually pass on to your heirs
  • Some or all of your donation may be tax-deductible

Both you and your recipients would miss out on these benefits when you make a donation or plan a charitable giving campaign independently. We see to it that doesn’t happen.

Give Based on Your Own Values

You probably receive requests for charitable donations several times a week. You obviously can’t support every cause, nor would you want to. Since everyone has a finite amount to give, it’s important to represent your own values. That could be education and the arts for one person and anti-poverty programs for another. There is no right or wrong answer when your giving and passions align. We are knowledgeable and compassionate financial professionals who will assist you in where to put your money.

When It Comes to Charitable Giving, Think Beyond Cash

You might have more to give than what is in your checking or savings account. With Macino Financials’ assistance, you can consider your entire portfolio. The following can all bring tremendous value to your beneficiary:
•    Artwork
•    Closely-held stock
•    Vehicles
•    IRA funds
•    Insurance policies
•    Mutual funds
•    Real estate, such as a condo or vacation home

 

The above tend to be one-time gifts while planned giving involves recurring gifts over a set time.

Please contact Macino Financial for help in making your philanthropy goals a reality.

Retirement. Your vision. Our passion.

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Investment advisory services offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. VCM and Macino Financial Services are independent of each other. For a complete description of investment risks, fees and services, review the Virtue Capital Management firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative or by contacting Virtue Capital Management.

 The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

Information provided is not intended as tax or legal advice, and should not be relied on as such.  You are encouraged to seek tax or legal advice from an independent professional.

Investment advisory services are offered through Virtue Capital Management, an SEC Registered Investment Advisor. Macino Financial and VCM are independent of each other. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the Commission and does not mean that the adviser has attained a specific level of skill or ability.All investment strategies have the potential for profit or loss. Changes in investment strategies, economic conditions, contributions or withdrawals may significantly alter a portfolio’s performance. There is no guarantee that any specific investment or strategy will be suitable or profitable for a particular client. Past performance is no guarantee of future success. We cannot guarantee that a portfolio will match or outperform any particular benchmark. None of the content should be viewed as an offer to buy or sell, or as a solicitation of an offer to buy or sell the securities discussed. Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented.