Many people recognize the importance of financial planning for their budgeting and investments, but it is also important to think purposefully about charitable giving in order to maximize its good effects. Although giving is its own reward, giving wisely increases the blessing.

At Marotta Wealth Management, we help our clients through the rewarding process of charitable giving. Our clients receive advice on investment selection and timing to maximize giving and minimize taxes. We also provide the administrative support necessary to oversee the entire gifting process.

We are adept in managing Donor Advised Funds, both testamentary and contributory, and can assist in the acquisition of Virginia Tax Credits, such as Education Improvement or NAP credits.

For a more detailed look at giving gifts of stock, see our article “Why You Should Give Appreciated Stock Instead of Cash.”

Testamentary Donor Advised Funds

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An easy estate workaround is to set up a Donor Advised Fund as a Testamentary fund, meaning you aren’t funding it yet, but it will be funded upon your death.

Why You Should Use a Donor Advised Fund

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We highly recommend a Donor Advised Fund for generous investors.

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