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 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:
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.
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.
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:
• Closely-held stock
• 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.
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.