Charitable Giving

Align Your Values, Maximize Your Impact

Expert Strategies for Meaningful Philanthropy

At Ironwood Wealth Management, we believe your financial strategies should reflect your core values. That’s why we’re committed to understanding your philanthropic goals and integrating those objectives into a personalized, comprehensive financial plan. The result? A clear roadmap to fuel your financial growth while maximizing your charitable impact.

Philanthropy Meets Financial Wisdom

  • Maximize Your Giving

    Philanthropy is a powerful way to make a difference, but it’s essential to engage in it wisely. Our experts help you explore the most tax-efficient strategies to enhance your giving potential. From claiming charitable deductions on your tax return to optimizing your cash donations, we ensure every dollar works harder to support the causes you care about.

  • Leave a Lasting Legacy

    Our expertise in areas like charitable trusts, private foundations, and planned gifts helps immortalize your dedication to giving back. Whatever causes you hold close to your heart, our team is here to turn your charitable intentions into a lasting legacy.

  • Enact Meaningful Impact, Create a Sustainable Future

    At Ironwood, we believe philanthropy and financial well-being go hand in hand. That’s why we work closely with you to develop a plan that maximizes charitable giving’s financial benefits, stays up-to-date with evolving tax laws, and boosts feelings of personal fulfillment.

How We Support Your Charitable & Financial Goals

  • Personalized Strategy Development

    Every philanthropic journey is unique. That’s why our approach starts with understanding you — your goals, passions, and vision. We spend time getting to know our customers personally, crafting bespoke strategies that align with your charitable aspirations.

  • Charitable Gift Structuring

    The way you give matters. Our team has deep expertise in structuring various giving methods, including donor-advised funds, charitable trusts, and bequests. We guide you through the complexities of each option, ensuring your gifts are made in the most financially efficient way possible.

  • Philanthropic Legacy Guidance

    Leaving a philanthropic legacy is about more than just financial contributions. It’s about instilling values of generosity and compassion into the hearts of future generations. We’re here to offer comprehensive guidance on establishing family foundations and educating your heirs, helping you create a legacy that inspires others to continue the tradition of giving.

Resources on Charitable Giving

The Basics of Charitable Giving

What is charitable giving, exactly? Why should you participate? Charitable giving offers a valuable way to enrich your life, empower communities, and drive positive change. Plus, it comes with added financial benefits, such as income tax deductions and fewer capital gains taxes.

Here’s how you can start shaping a better future with your charitable contributions.

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Strategies for Charitable Giving

What does it mean to take a strategic approach to charitable giving? It involves knowing where, when, and how to give in order to maximize the societal impact and financial benefits of your charitable donations.

Learn how you can make a meaningful difference while improving your financial position.

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What Are Charitable Remainder Trusts?

Charitable remainder trusts (CRTs) are a powerful tool for individuals looking to boost their financial security and make a lasting impact. They offer a structured way to donate, providing you with income during your lifetime and ensuring your chosen charities benefit after. 

Discover the unique advantages of CRTs in balancing personal financial security with your commitment to charitable giving.

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What Are Donor-Advised Funds?

Charitable giving can be complex, especially for those donating appreciated securities and large cash contributions. Enter donor-advised funds (DAFs), a tool that simplifies and optimizes your giving. But what exactly are DAFs, and how do they fit into your giving strategy? 

Uncover the advantages of using DAFs, from tax deductions for the current tax year to streamlined management of your funds. 

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What Are Qualified Charitable Distributions?

Could qualified charitable distributions (QCDs) revolutionize your charitable giving strategy? Ideal for retirees over 70 ½, QCDs let you donate directly from an IRA to your favorite charitable organizations, allowing your assets to grow tax-free, minimizing taxable income, and maximizing your giving impact. 

Explore how QCDs can enrich your retirement planning while fulfilling your charitable aspirations.

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