Charitable Gifting

Leave a Legacy for your community

Charitable Gifting

How will society remember you? Charitable gifts are an outstanding way to leave a legacy for your community and create a well-structured financial plan for future generations, all while reaping certain tax benefits depending on the gifting method you choose.

At 1900 Wealth we have multiple professionals who are well-versed in the intricate workings of family offices and charitable giving. We can collaborate with your legal and accounting teams to navigate what can be a complex process to create a plan that properly safeguards your wealth and stays true to your philanthropic wishes.

Private Family Foundation

  • – More control over assets
  • – Less expensive to run for larger amounts of assets
  • – More administrative support
  • – Requires incorporation
  • – Separate tax filings
  • – Annual board meetings
  • – Administrative oversight

Donor-Advised Funds

  • – Easy to establish
  • – Easy to administer
  • – Easy to use
  • – Administration, disbursement and tax filings are outsourced
  • – Fund advisor appointed by the family

WE INVITE YOU TO LEARN MORE ABOUT OUR CHARITABLE GIFTING SERVICES.