Broker Check

Charitable Giving

There are two sides to charitable giving. Institutions are constantly searching for future funding sources and individuals are looking for the most effective means to provide continued support to the organizations that matter to them. SageCrest Wealth Management brings these two areas together under our Charitable Giving services. We can provide non-profit organizations with financial services. At the same time, we can help our individual clients uncover  effective methods for gifting including trusts, wills, and gifts of life insurance or appreciated assets to name a few.

  • We learn your community sensitivities and altruistic objectives.
  • You can explore the full range of charitable giving vehicles available.
  • With your legal and tax advisors, we aim to help you maximize the effect of your gift through tax saving strategies.

Whether your interests include educational, social, religious, or health care entities, charitable strategies aim to help maximize the impact while preserving your own financial future.

Financial professionals do not provide specific tax or legal advice. This information should not be considered as specific tax or legal advice. You should consult your tax or legal advisor regarding your own specific tax or legal situation.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (650) 573-8525