Charitable Giving & ESG Investing Strategies
Aligning wealth with your values through thoughtful, personalized planning.
Charitable giving is deeply personal.
Many families consider charitable giving to be an important part of their legacy, passed down through generations and rooted in shared values. Others are beginning their philanthropic journey with the goal of making a lasting impact and establishing a meaningful tradition for future heirs.
At Wealthspire, we help charitably inclined clients explore and implement a wide range of charitable giving strategies, from donor-advised funds to private foundations and complex trust structures. Our team applies deep expertise to identify the most effective path based on your values, goals, and financial situation, then partners with you to execute seamlessly as part of your broader estate planning and tax strategy. Download the guide to charitable giving here to get started on your philanthropic journey.
Download the article on charitable giving.