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Wealth with Purpose: Helping Clients Achieve Their Philanthropic Goals 

At Evensky & Katz / Foldes, we believe that wealth is more than just a means to financial security—it’s a powerful tool for creating meaningful, lasting change in both personal lives and the communities we serve. As a trusted guide in wealth management, I work closely with my clients to craft charitable strategies that not only align with their financial goals but also reflect their deep commitment to giving back.

Through my work at the Coral Gables Community Foundation, I’ve witnessed firsthand how strategic philanthropy can transform individuals, families and communities. The insights I’ve gained have empowered me to help clients personalize their giving, ensuring they maximize the impact of their contributions while achieving their financial objectives.

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Why Charitable Giving Matters: The Power of Philanthropy in Wealth Management

Philanthropy isn’t just about making a gift—it’s about making a difference. For those who wish to create lasting change, Donor-Advised Funds (DAFs) offer one of the most effective vehicles for strategic giving. By contributing to a DAF, clients can recommend grants to the charities of their choice, ensuring their giving aligns with their personal values and goals.

Working with the Coral Gables Community Foundation, I help clients tailor their charitable plans to create the greatest impact. We focus not only on the best tools for charitable giving but also on how to maximize their effectiveness. Together, we ensure that each donation goes further, empowering clients to build a legacy of giving that will thrive for generations.

How Donor-Advised Funds (DAFs) Maximize Charitable Giving

Community Foundations are vital partners for those who wish to give back in a meaningful way. Since their inception over 100 years ago, these organizations have provided a platform for donors to contribute in perpetuity, granting billions of dollars each year. They offer a variety of giving vehicles, including Donor-Advised Funds (DAFs), which provide both flexibility and tax benefits.

The Coral Gables Community Foundation has spent over 30 years increasing our charitable impact, providing scholarships and grants totaling over $5 million this year alone. By partnering with organizations like the Coral Gables Community Foundation, clients can take advantage of DAFs to support the causes they care about most. These funds not only offer the benefit of tax deductions but also give donors control over where their charitable dollars go, ensuring that their philanthropic goals are met with precision.

Tax-Efficient Strategies for Meaningful Giving: Integrating Philanthropy with Financial Planning

Philanthropy and tax planning go hand-in-hand. Charitable giving can be an essential component of a tax-efficient financial plan. The key is integrating these strategies into a comprehensive plan that balances both financial goals and charitable objectives. Through thoughtful planning, clients can support their chosen charities today and in the future, ensuring that their giving has a lasting impact.

Building a Legacy of Giving: Aligning Wealth with Purpose

Every client’s philanthropic journey is unique. Whether you want to support causes during your lifetime or ensure your legacy endures after you’re gone, we can design a charitable plan that meets both your personal and financial goals—creating a roadmap for giving that ensures their generosity carries on for generations to come.

Ready to align your wealth with your values? Connect with us to explore how we can help you achieve your philanthropic goals with purpose-driven financial planning.

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