Giving With Purpose
Giving can be a powerful way to support the people and organizations you care about most, while also becoming a meaningful part of your financial and estate plans. The Kineke Gibson Wealth Management team works closely with clients to help make philanthropy a thoughtful, personal part of their overall wealth strategy.
Whether you want to create a lasting charitable legacy for your family, are looking for tax- efficient strategies, or both, we’re here to help you explore your options and choose an approach that reflects what matters most to you.
Our team would enjoy learning about what matters to you and reviewing potential gifting strategies: Qualified Charitable Distributions (QCDs), Donor Advised Funds (DAFs), Direct Gifting Strategies, Trusts and Foundations.