Philanthropy & Charity
There are many ways to give to charities and causes that are important to you. As part of your legacy and estate planning, Basepoint Wealth advisors can explain and evaluate a wide array of charitable giving strategies to help determine which might be best for you and your goals.
Recent tax code changes have made it more difficult for many to deduct annual charitable contributions, increasing the importance to you - and to the causes you care about - of identifying strategies to maximize the value of your planned giving.
Charitable giving for your time horizon
A proper tax efficient savings strategy can save you thousands of dollars over the course of your lifetime. While most people and many advisors focus on saving "as much as possible", our advisors go a step further and help you focus on saving "as efficiently as possible".