Philanthropy

A common trait among our clients is living with purpose, and giving to charities and causes close to their hearts is often part of that purpose. Helping you plan for that generosity is what this pillar of The Mile Marker FORMula™ is all about.Because your investments are the foundation on which your work-optional lifestyle depends, they must be managed with diligence. Through the Wealth Management pillar of The Mile Marker FORMula™, we help you plan and make confident, well-informed decisions that align with your goals, values, and risk tolerance.

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Giving means different things to different people

As you’ve accumulated wealth, you’ve done so with intention in a community and world that you care about, with people, organizations, and causes that are important to you. If you want to give to these organizations and causes, charitable giving can be incorporated into your financial plan. Our process can highlight philanthropic opportunities that can be supported by tax-efficient distribution strategies and help you leave a lasting legacy.

Integrating Giving into Financial Plans

If you have a desire to give, we want to support it. We can help you strategically align your philanthropic goals with your retirement plan. Once we understand your giving goals, we’ll work with you to design a plan that defines the size, timing, and sources of your gifts and evaluates their impact on your financial plan. We want to help you pursue your philanthropic goals.

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Key Topics

Annual Giving Strategies

Legacy Giving Strategies

Tax-Efficient Giving

Philanthropic Planning Integration

Donor Advised Funds

Qualified Charitable Distributions

Philanthropy – Part of The Mile Marker FORMula™ Integrated Process

For most of our clients, philanthropy is an important part of their overall financial and retirement plan. It can be greatly impacted by Wealth Management, Tax-Efficient Planning, and Legacy Planning, which is why we look at every part of your financial life before building retirement plans. Alignment across and coordination between pillars is critical. During our planning process, we will look across seven pillars and follow the “Discover, Design, Deploy” process to build an intentional plan aligned with what matters most to you. We call this process The Mile Marker FORMula™.

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Frequently Asked Questions

Philanthropy is a pillar of The Mile Marker FORMula™ at SRG Financial Advisors, focused on helping clients plan for the generosity that's often part of living with purpose, incorporating charitable giving to causes they care about into their financial plan.
Yes. SRG Financial Advisors helps clients strategically align their philanthropic goals with their retirement plan, working with them to design a plan that defines the size, timing, and sources of their gifts and evaluates their impact on their overall financial plan.
Yes. Annual Giving Strategies is one of the key topics SRG Financial Advisors covers as part of Philanthropy.
Yes. Legacy Giving Strategies is one of the key topics SRG Financial Advisors covers as part of Philanthropy.
Yes. Tax-Efficient Giving is one of the key topics SRG Financial Advisors covers as part of Philanthropy, supported by tax-efficient distribution strategies.
Yes. Philanthropic Planning Integration is one of the key topics SRG Financial Advisors covers as part of Philanthropy.
Yes. Donor Advised Funds is one of the key topics SRG Financial Advisors covers as part of Philanthropy.
Yes. Qualified Charitable Distributions is one of the key topics SRG Financial Advisors covers as part of Philanthropy.
Philanthropy can be greatly influenced by Wealth Management, Tax-Efficient Planning, and Legacy Planning, so SRG Financial Advisors considers every part of a client's financial life before building a retirement plan, following the "Discover, Design, Deploy" process across seven pillars called The Mile Marker FORMula™.
Yes. SRG Financial Advisors says its process can highlight philanthropic opportunities supported by tax-efficient distribution strategies, helping clients leave a lasting legacy through the causes and organizations that matter to them.