Philanthropy Planning
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SUMMARY
- This is what we do
- Why shall you read this
Lavie Financial’s Philanthropy Planning services help you achieve your charitable goals while maximizing the tax benefits of your giving. We work with you to develop a structured giving strategy that aligns with your values, whether through direct donations, setting up charitable trusts, or establishing donor-advised funds. Our experts ensure that your philanthropic efforts have a lasting impact while optimizing the financial benefits to you and your beneficiaries. By integrating philanthropy into your overall financial plan, we help you create a legacy of generosity and social responsibility.
