Philanthropy

While giving back to the community and advancing a cause are worthwhile reasons for including charities in your plans, the associated tax benefits are also significant. NexTier will advise you on the most effective strategies for accomplishing your charitable intentions in light of your current financial situation. We’ll offer ideas to help your causes today and in the future, allowing you to see your generosity at work and contributing to a lasting legacy.

Charitable Trusts	Charitable remainder and charitable lead trusts are extremely effective ways to provide charities the funding they need. We’ll help you understand, establish, and manage these trusts, relieving you of administrative details while still enjoying the financial benefits.
Investment Management	Assets within charitable trusts must be managed with both grantor and beneficiaries in mind. NexTier’s portfolio management team will identify a suitable investment plan and manage the trust accordingly.
Making Current Gifts	NexTier Wealth Management clients have access to planners and tax specialists who evaluate the most tax-effective way to make current gifts to charities. We can potentially generate significant tax savings by helping you determine whether to gift cash, low cost-basis securities, retirement funds, or real assets.