Charitable & Family Giving

At Avalon Wealth, we assist in developing charitable planning strategies to make impactful contributions to charities or family while minimizing tax implications.

How Avalon Wealth Advisory Can Help You

Our experienced financial advisors are committed to making your money work for you. If you’re looking to benefit a charity or a loved one with a monetary contribution, we will follow a careful process to help you develop a tax-advantaged gifting strategy:

We start the process by discussing what gifts you want to make. Maybe you want to pay for all or part of a grandchild’s college tuition or donate money to a museum or cultural organization. Whether you want to make a one-time gift or recurring contributions, our advisors can help you.

Once we understand your goals, the process of charitable planning really begins. Whether it’s spreading out a gift to avoid the annual gift tax limit, providing gifts to specifically pay for educational or medical expenses, or something else, a few strategic choices can make a major difference when tax season rolls around. We will discuss each potential gifting strategy with you and help you determine which ones best suit your needs.

At Avalon Wealth, we understand that every financial situation is different. When we consider strategies, we also evaluate the long-term implications of gifting money to family and charitable organizations. By working with you to minimize the impact on your future cash flow, we can help you maintain your lifestyle and enable you to make future gifts if you choose to do so.

Tax codes are complex and ever-changing, so it can be difficult to determine whether or not your gifting strategy is as tax-advantaged as it can be. We stay up to date on tax laws so we can help you explore ways to minimize taxes.

Empowering Your Generosity

In the realm of charitable and family planning, Avalon Wealth revolves its operations around your interests. Our fiduciary financial advisors, driven solely by a flat annual fee, dispense unbiased advice, nurturing relationships that are deeply rooted in trust and transparency.

Discover the Avalon Wealth Difference

At Avalon Wealth, we offer financial planning for every stage of life. Whether you’ve just sold your business, are planning to start a family, or are nearing retirement age, we can help you reach your financial goals.

If you want to learn more about investment planning or just want to see if we’re a good fit for you, contact us to schedule a complimentary meeting.