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Philanthropic Planning

One of the great joys of achieving financial success is the ability to support the organizations and causes that have touched your life in some way.

Pacific Investment Consultants can help by working with you to evaluate the emotional, as well as, the financial implications of your philanthropic goals. This includes tax and portfolio implications of gifting specific assets to charity or by working with your tax and legal advisors to establish a more complex philanthropic plan. The options can range from a simple bequest to a multigenerational strategy involving a variety of vehicles and holdings. Some of the options include:

  • Bequests
  • Gifting highly-appreciated or low-cost-basis assets
  • Gifting real estate
  • Gifting IRA assets
  • Investing in donor advised funds
  • Creating gift annuities and charitable remainder trusts
  • Establishing a private family foundation

To discuss planning and investment strategies for charitable giving, contact Pacific Investment Consultants today.

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FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals