Charitable Planning

Oxford Harriman & Company - Helping You Think Strategically When Donating to Charity

Charitable Planning Services from Oxford Harriman & Company

charitable investing strategy clevleand

Striving to create a Win-Win Situation for Your Family & Your Favorite Cause

Although your primary goal in charitable giving is to help make the world a better place, keep in mind that being strategic in your giving may lead to a win–win situation for your family as well as your favorite causes.

For many families minimizing estate taxes are often a primary concern when considering a charitable giving program. By making gifts, an individual can reduce his or her estate’s value and potentially reduce or eliminate the federal estate taxes the heirs would potentially have to pay.  Also, supporting causes that families care about are also important when making a charitable donation. 

Oxford Harriman & Company will work with you to develop a thorough understanding of your charitable intentions and recommend strategies that include one-time gifts, annual gifts, as well as the creation of a long-term giving strategy that reflects the values of your family.

We will work with you to consider the following:

  • Facilitate annual donations
  • Maximize tax benefits of gifts
  • Manage Charitable Remainder Trusts
  • Select and arrange stock gifts and maximize the value of appreciated stock
  • Advise on family foundations and non-profit endowments
  • Evaluate donor-advised funds

Planning ahead and working with your legal and tax professionals may help increase your charitable giving’s impact.  There are a variety of strategies available for incorporating tax planning into charitable giving.  Your unique situation will help determine which strategy, or strategies, may be best for your family.

Oxford Harriman Email Newsletter Signup

Newsletter Signup | General

Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

While the operations of the Donor Advised Fund and its Pooled Income Funds are regulated by the Internal Revenue Service, they are not guaranteed or insured by the United States or any of its agencies or instrumentalities. Contributions are not insured by the FDIC and are not deposits or other obligations of, or guaranteed by, any depository institution.

ANY QUESTIONS?

Unsure about your direction or methodology for meaningful investment planning and wealth management? Contact us and one of our experts can help provide clarity of thought.

This information is intended for use only by residents of (AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI, WV). Securities-related services may not be provided to individuals residing in any state not listed above.Please consult with the FA as s/he may not be registered in all states. Insurance-related services may not be provided to individuals residing in any states other than (AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI, WV).

Investment and insurance products:Investment and insurance products:Investment and insurance products:
Not insured by FDIC or any Federal Government AgencyMay Lose ValueNot a Deposit of or Guarantee by a Bank or Any Bank Affiliate

A note about social media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo. Oxford Harriman & Company is a separate entity from WFAFN.