Our Charitable Giving and Philanthropy Services Include:
- Donor-Advised Funds
- Charitable Remainder Trusts
- Private Foundations
- Legacy Giving Plans
- Impact Investing
- Corporate Philanthropy
- Charitable Gift Planning
Charitable Giving & Philanthropy
Why Choose Atticus Wealth for Charitable Giving Planning?
01
Personalized Philanthropic Planning
Your philanthropic journey is unique, and our experienced advisors are here to guide you through a personalized planning process. We work closely with you to understand your values, passions, and goals, tailoring a giving strategy that aligns with your vision.
02
Maximizing Impact
We go beyond writing checks. Our team helps you strategize ways to maximize the impact of your charitable giving, whether gifting appreciated assets, direct donations, establishing a charitable foundation, or implementing other impactful giving vehicles.
03
Tax-Efficient Giving
We understand the importance of optimizing the financial benefits of your generosity. Our experts employ tax-efficient strategies to help you minimize tax implications, allowing you to contribute more to the causes you support.
04
Comprehensive Charitable Solutions
From creating donor-advised funds to designing legacy giving plans, our suite of charitable solutions is comprehensive. We assist you in navigating the various options available, ensuring your philanthropic efforts align with your overall financial strategy.
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How do I get started with Atticus?
To get started, simply reach out to us through our contact page or schedule a consultation. During the initial meeting, we'll discuss your financial goals, assess your current situation, and determine how our services can benefit you.
What sets Atticus apart from other financial advisors?
Atticus distinguishes itself through a commitment to personalized service, top tier technology, data focused recommendations, and a focus on building long-term relationships. We prioritize understanding your unique needs and clearly demonstrating how our strategies will help you achieve your financial objectives.
What services does Atticus offer?
Atticus provides a range of services including investment management, financial planning, retirement planning, estate planning, and tax-efficient strategies. We work closely with our clients to create comprehensive wealth management plans deeply rooted in data.