Legacy and Philanthropy: Charitable Giving Strategies

Your HA&W Wealth advisor listens to your vision of how you want to contribute philanthropically, and then works with you, and your tax and legal advisors, to develop and maintain a philanthropic strategy. You may expect expert administration and research that helps you realize your vision.

Research and evaluation services

The possibilities for charitable giving are nearly limitless. It is challenging to know where to begin or how to ensure that your charitable gifts are doing the most good. Our research and evaluation services can help you make informed decisions about charitable giving, while saving you time.

Our services include:

  • Conducting literature reviews, interviewing innovators in your field of interest and presenting the findings in detailed reports and/or presentations.
  • Conducting performance evaluations of charitable organizations that you are considering or that receive your support, and providing a detailed analysis of the impact your contribution makes.
  • Identifying and selecting volunteer and philanthropic opportunities that might best fit your lifestyle and interests.

Management of nonprofit foundations

Nonprofit organization management involves complex fiduciary responsibilities. We work with you, your organization and your tax and legal advisors to help develop effective planned giving programs. We can also help you manage charitable investment options.

 

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Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211. Investments through PKS or HA&W Wealth Management, LLC, are: NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.