Charitable Planning

One of the most rewarding aspects of financial success is the opportunity to pursue charitable interests. In fact, many people consider the personal satisfaction of philanthropy just as gratifying as any financial objective they may accomplish.

With our customized charitable giving programs, you can enjoy the benefits of both. Even with the most altruistic intentions, you can achieve tax-advantaged treatment of your philanthropic contributions while reducing the taxable value of your estate.

Gifting Strategies

Simple gift giving can lower your current taxes while offering the potential for future savings. Gifting is one of the most effective ways to reduce estate taxes.

Charitable Trusts

Different charitable trusts can provide you with income during your lifetime and your charity with assets after you are gone. Or you can reverse the process and contribute income during your lifetime, with trust assets reverting back to your heirs.

Family Foundations

In addition to providing substantial tax and estate planning benefits, family foundations often encourage charitable values in children and grandchildren. We can help you determine if this is the best solution for supporting your philanthropic endeavors.

Relying on the expertise of our charitable giving professionals, we draw on a variety of techniques that will not only benefit charities of your choice, but you and your family as well. Whether you want to give to your alma mater or an organization aiding the less fortunate, our ideas can help you meet your philanthropic goals.

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Daniel Romero, Melissa Levin and Greg Levin are Registered Representatives with and offer Securities, financial planning & fee based asset management through LPL Financial LLC a Registered Investment Advisor and Member FINRA/SIPC. Daniel’s CA Insurance Lic #:OC54180 - Melissa’s CA Insurance Lic #:0C56086 - Greg’s CA Insurance Lic #:0F08519

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