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.

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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
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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:

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

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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?

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