Charitable Giving Services

Success That Pays It Forward

Charitable giving can help you support causes you care about while optimizing your tax strategy. Our team helps you make these decisions with clarity, confidence, and long-term purpose.

This service is one part of your customized wealth strategy, designed to work together with everything else.

Why Strategic Giving Matters

Many successful people want to give back—but feel unsure about where to start, how much to give, or whether they’re doing it in the most effective way. Giving without a strategic plan can:

Limit your impact

Create unnecessary tax consequences

Conflict with other financial goals

We believe giving should feel intentional, informed, and fulfilling. Our charitable giving services help you plan proactively so your generosity works harder for both you and the causes you care about.

What Our Charitable Planning Covers

We help you navigate the complexity of charitable giving options and design a plan that reflects your intentions. Our planning typically includes:

Values and Intentions Alignment

We start with what matters most: your values, goals, and giving philosophy. Whether you're driven by impact, tradition, tax strategy, or legacy—we'll build around it.

Charitable Vehicle Analysis

We help you evaluate and compare options like donor-advised funds (DAFs), private foundations, charitable trusts, and outright gifts. We model tradeoffs based on tax benefits, control, administrative complexity, and flexibility.

Gift Timing and Tax Efficiency

We help you plan when and how to give, taking into account deductibility and your broader tax strategy. This might include donating stock to charity, strategic timing relative to income, or bunching gifts.

Integration with Estate and Financial Planning

We integrate your giving plan with your estate plan and overall wealth strategy. The goal is that your plan supports—not complicates—your retirement, tax strategy, and legacy wishes.

Family Engagement and Education

For clients who want to involve their children or grandchildren in giving decisions, we offer guidance on how to facilitate thoughtful conversations and shared values.

Who Our Charitable Giving Services Are Built For

We work with individuals and families who:

Want to make their giving more intentional and strategic
Are facing large taxable events (e.g., business sale, RSU vesting, year-end bonuses)
Want to leave a legacy through philanthropy or a transformational gift
Want to teach values through giving as a family

Whether you're a long-time donor or just beginning to explore your options, we'll help you make your next move meaningful

The Monument Approach to Charitable Giving

We approach charitable giving as part of a broader strategy, not just a year-end exercise. Our process is designed to be:

Integrated

We connect your giving strategy to your tax, estate, and investment plans.

Data-Informed

We run projections and what-if scenarios to optimize for impact, liquidity, and flexibility.

Values-Driven

Your plan should reflect what matters most to you—so you feel the positive impact of paying it forward.

Collaborative

We coordinate with your attorney, CPA, and can even bring philanthropy strategists to the table.

What Will You Walk Away With?

As your charitable giving partner, we help you gain:

Monument’s Leadership Team

mini HYPOTHETICAL Case study

Leaving a Legacy

Giving had always been an important part of the Washburn family’s life.

Over the years, they became increasingly intentional about the causes they supported, particularly organizations focused on education and social justice. Their charitable giving reflected a clear set of family values that had been shaped over decades.

Then a seven-figure liquidity event created an opportunity to think bigger.

The question wasn’t simply how much to give, but how to make the greatest impact while still being able to fund their broader financial goals with the rest of the proceeds.

Acting as their strategic thinking partner, the Monument team helped the Washburns think beyond the immediate windfall to consider how this moment could strengthen their family’s legacy of giving for generations to come, as well as how to thoughtfully bring their children and grandchildren into giving decisions.

We introduced the idea of a donor-advised fund as a way to create a dedicated charitable pool that could continue growing over time while simplifying their giving strategy. Working alongside their CPA, we modeled various gifting amounts, the tax implications of each, and identified opportunities to fund the gift with appreciated stock rather than cash to avoid capital gains tax on the shares.

What began as a conversation about a one-time liquidity event evolved into a long-term family philanthropy strategy that has served them for well over a decade.

Over the past ten years, the Washburns’ annual charitable giving amount has more than doubled from approximately $60,000 per year to more than $120,000 annually, while the donor-advised fund itself has grown to more than half a million dollars. Along the way, they’ve been able to deepen their relationships with the organizations they support, make larger, sustainable gifts to causes they care deeply about, and involve their children in decisions about where the family’s resources can have the greatest impact.

Today, charitable giving isn’t just something the Washburn’s do—it’s a lasting part of their family’s legacy.

Please Note: Limitations: The above is a hypothetical scenario not involving an actual Monument Capital Management, LLC (“Monument”) client. It illustrates the hypothetical experience of a fictitious client based on a scenario that an actual client might experience. The scenario is designed to help illustrate how Monument might provide services to similarly situated clients. Keeping in mind that no two clients, situations, or experiences are exactly alike, the above should not be construed as an endorsement of Monument by any of its past or current clients, nor any assurance that Monument may be able to help any client achieve the same satisfactory results. To the contrary, there can be no assurance that a client or prospective client will experience a certain level of results or satisfaction if Monument is engaged, or continues to be engaged, to provide investment advisory services. A copy of our current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request or at monumentwealthmanagement.com/disclosures

Give With Intention

After years of hard work, using your success to pay it forward can be deeply gratifying. Ready to make a difference?

Please Note: Limitations.  The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Monument Capital Management, LLC does not serve as an attorney, accountant, or insurance agent.  Monument Capital Management, LLC does not prepare legal documents or tax returns, nor does it sell insurance products. Please Also Note: Different types of investments involve varying degrees of risk.  Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Monument Capital Management, LLC) or any planning or consulting services, will be profitable, equal any historical performance level(s), or prove successful. A copy of our current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request or at monumentwealthmanagement.com.