Does Your Financial Plan Include Charitable Giving?

Charitable giving may be the missing piece in your plan

The image for On Philanthropy represents the time-tested Carpenter’s Rule for a reason.  Measure Twice, Cut Once.  Charitable gift planning has a lot in common with this simple rule.  Getting it right the first time makes all the difference.  For you, your family, and the charities you care about.

Helping individuals and families figure out the best ways to support their favorite charities and causes is what I have been doing for a long time.  What I know from experience time and again is that the best solutions are usually the simple solutions.

There are a variety of creative ways to craft just the right charitable giving strategy.  The right plan can nicely complement your overall financial and estate plans.  As a seamlessly connected comprehensive plan, you can meet your financial needs and include a tax-wise way to achieve your philanthropic aspirations – both during your lifetime and as a legacy later on.

With the right plan, you can be sure the causes and charities you care most about will continue to benefit from your support for years to come.  A charitable legacy may be the missing piece in your overall plans. Or, what you have right now may not accomplish all you’d like to do.  Finding the optimal solution is worth the time to get it right.  There are ways available to help you make your charitable giving simple and more effective right now – and, create a legacy to carry on your giving for generations to come.

If you would like to learn more about the ways you can do this, contact me and let me  know you’d like to hear about the options you have. You can reach me by calling 540.820.0246or by e-mail at tsudol@carter.global.

Ted Sudol

About ted sudol

Ted Sudol brings a cross-disciplinary perspective to his work in philanthropy & fundraising. Currently Managing Director at CARTER, a professional firm dedicated to advancing philanthropy worldwide, he has nearly four decades as a fundraiser, lawyer, executive, communicator and consultant in the voluntary, public and private sectors. From local to global, his work with educational, healthcare, arts & cultural, and community organizations ranges from designing new ventures, campaign readiness plans, and complex gift strategies for high net worth families to rebuilding and repositioning projects. His specialty is bringing together diverse parties in innovative collaborations. He devises simple approaches for complex matters to achieve successful outcomes. A graduate of Georgetown and Temple Law School, he currently serves on the board for AFP Shenandoah Valley Chapter, the AFP International Education Advisory Council, and the Virginia FundRaising Institute's Planning Committee. He has been a long-time board member for Big Brothers Big Sisters of Harrisonburg & Rockingham County, Virginia.
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