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Charitable Giving With Strategic Thinking.

If you have philanthropic or charitable interests, we help you create a strong giving plan.

We’ll start by answering fundamental questions like:

  • Should I donate cash or are there better ways to give?
  • With the recent tax law changes, are there still tax benefits to charitable giving?
  • Should I have my own charitable fund? (Even if I don’t consider myself wealthy?)
  • How can I take advantage of my peak earning years in my charitable giving plan?
  • I plan to sell my business. Is this an opportunity to benefit a charity while also helping me on my tax bill?

We can help you create a charitable giving strategy that makes the greatest impact for the causes you care about, while remaining financially beneficial for you.

Let’s Start a Conversation

Elevate The Causes That Matter Most To You.

Giving back is a priority for many – but are there smarter ways to do it?

Charitable giving can be an important aspect of a financial plan. We help you understand all of the charitable giving tools and options most applicable to you.

Identify Charities & Causes

What causes are you passionate about? What’s the best approach to donate in a meaningful way? We help you get started.

Determine Financial Commitment

How much are you looking to give? We evaluate how a giving strategy fits into your overall financial plan and legacy goals.

Identify Tax Implications

What are the tax benefits or drawbacks of your current giving strategy? We evaluate how revisions could impact your tax bill. 

Define Giving Strategy

What’s the best way to fund the causes you care about? We help you identify various giving opportunities—including options like highly appreciated assets, RMD’s direct to charity, and Donor Funds.

Regular Review of Giving Strategy

How should your giving strategy change over time? What factors impact your giving strategy? We work with you to regularly evaluate if there are better ways to give from a financial, investment, and tax perspective.

Think you could benefit from a pragmatic approach to financial planning? Let’s have a conversation to see how we may be able to help.

Let’s Have a Conversation

Know Exactly What You Pay Your Financial Advisor—And Why.

When creating a charitable giving strategy, it’s important you receive objective advice that’s truly in your best interest.

Unlike other advisors who mask their fees with seemingly marginal percentages, or make commission from the sale of products, we operate from a core belief: our primary focus is to enhance your wealth, not ours.

That’s true fiduciary responsibility.

Read our ADV

Transparent Fee-Only Structure

We charge a clear fee for the time and resources it takes the do the planning work required.

Dollars, Not Percentages

We believe it’s unfair to pay more simply because you’re worth more. That’s what a percentage-based fee does. Our fixed-dollar fees reflect our work, not your net worth.

No Commissions

We don’t receive compensation for the sale of securities, insurance products, or other investments.

No Performance-Based Fees

Performance-based compensation creates an incentive for advisors to recommend riskier investments.

No Hidden Costs

We don’t pay referral fees to third-parties, participate in wrap-fee programs, or charge fees for work we don’t perform.

We Work For You

Some firms make money from referral fees. Not at PDS. The only person who pays us is you.

We Know How to Help— Across The Stages Of Your Financial Journey.

Whether you’re just developing a giving strategy, want to start your own charitable fund, or are considering what legacy you want to leave, we can help you find the best way to fund the charities and causes of your choice.

Organize

Looking to create a vision for how you might give back? Let us help build the foundation for that future.

Optimize

We evaluate how charitable giving fits into your overall financial plan to identify new methods and possible tax advantages.

Maximize

Charitable giving can be a great tool in business, tax, and legacy planning.

It’s Your Life. Let’s Plan For It, Together.

Do you want objective financial advice to help you develop a charitable giving strategy? Do you want to feel confident that you have an actual plan, validated by credible financial planners, to accomplish your specific goals? And do you want to have all that without paying any inflated costs or hidden fees?

We’d be happy to meet you. Send us a message and you’ll hear back within one business day.

Free Consultation


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