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.
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:
- A giving strategy tailored to your intentions
- Recommendations on timing, vehicles, and amounts
- Clear documentation to support coordination with your tax and legal advisors
- A plan that feels both generous and strategic
Monument’s Leadership Team
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Give With Intention
After years of hard work, using your success to pay it forward can be deeply gratifying. Ready to make a difference?