Charitable Planning

Give Smarter, Not Just More

You want to make a difference—but let’s make sure you do it in the smartest way possible. Charitable giving isn’t just about writing a check; it’s about maximizing impact while keeping more money in your pocket (yes, that’s possible). At Pointer Creek Wealth Management, we help you give strategically so that your generosity benefits both the causes you love and your financial future.

Give Smarter, Not Just More

Make your donations go further – There are tax-efficient ways to give that stretch your impact.
Reduce your tax bill – Giving strategically can lower taxable income and capital gains.
Give with confidence confidence – Know exactly where your money is going and how it’s being used.
Leave a lasting legacy – Ensure your giving extends beyond your lifetime.

How We Help

Donor-Advised Funds (DAFs) – Think of it as your personal charitable giving account. Contribute now, get the tax break, and decide later where to give.
Charitable Trusts – Want to give AND get income from your assets? A Charitable Remainder Trust (CRT) or Charitable Lead Trust (CLT) might be right for you.
Appreciated Assets & Stock Donations – Avoid capital gains taxes while supporting your favorite charity.
Qualified Charitable Distributions (QCDs) – If you're over 70½, you can send money straight from your IRA to charity—tax-free.
Legacy & Estate Giving – Ensure your wealth supports causes you care about long after you're gone.

Make an Impact— Without Overpaying Uncle Sam

You want your money to change lives, not disappear into unnecessary taxes. Let’s build a giving strategy that aligns with your goals while keeping things financially efficient. Call us today to start planning your charitable impact!