Charitable Planning

Give generously. 

Money doesn’t mean much if it’s just sitting there — so what would you like to do with yours?

What are your passions and strengths that fit with the needs you would like to address in the world?

Which places, people and causes would you like to help?

What amount of your income or assets do you plan to give in a year? How much would you like to give?

Let Lighthouse Financial’s advisors help you assess the many ways you could give charitably while also reducing your income and/or estate tax liabilities. Our professional advisors also will help you craft plans that not only make charitable giving a regular part of life — but allow you to build your gifts to maximize their positive impact over time.

We’ll help you craft giving plans that make use of tools such as: 

  • Charitable Lead Trusts
  • Charitable Remainder Trusts
  • Donor-Advised Funds
  • Public or Private Foundations
  • Irrevocable Life Insurance Trusts

We invite you to review our services:

Investment Management Retirement Planning Estate Planning Insurance Planning Eldercare Planning Charitable Planning