Philanthropy & Impact Planning
Philanthropy is a powerful way for families to express their values and create meaningful, lasting impact. At Marshall Wealth, we help our clients clarify their charitable vision and structure their giving, so it is intentional, tax-efficient, and aligned with their long-term wealth and family goals. To support this, we offer a range of strategic charitable planning options tailored to your family’s needs.
Philanthropic Strategies:
Donor-Advised Funds (DAFs)
A flexible, tax-efficient way to make charitable contributions now while recommending grants to nonprofits over time.
Private/Family Foundations
A structured vehicle that allows families to manage their giving, set long-term charitable priorities, and involve multiple generations.
Charitable Remainder Trusts (CRTs)
A trust that provides income to you or your heirs for a period of time, with the remainder going to the charity of your choice.
Charitable Lead Trusts (CLTs)
A trust that directs income to charity for a set number of years, with the remaining assets transferring to your family—often with significant tax benefits.
Gifting Appreciated Assets
A strategy that allows you to contribute non-cash assets, reduce capital gains taxes, and increase the impact of your charitable giving.
Legacy and Endowment Strategies
Long-term giving plans designed to support chosen causes for generations through sustained, purposeful funding