Charitable Giving: Making a Difference for the Causes You Care About

Charitable giving is an essential part of achieving abiding wealth. It is only by giving to others that we create a truly enduring legacy.

What you give can be money, but it doesn’t have to be– donations of time, talent, effort and emotional and spiritual support are just as valuable. What matters is that you give back, to honor those who gave to you along the way and to pay it forward for others who come after you.

For our clients, the question isn’t whether to give– they understand the reciprocity of abundance:

The only question is how to maximize the impact of contributions so they do the most good. That’s where our North Carolina charitable giving expertise can help.

Giving By-The-Numbers


Total given to charitable organizations in 2017 (in billions)


Total 2017 donations as a percentage of GDP


Change from total donations in 2016 (in current dollars)

Charitable Giving: There Are Many Ways to Make a Difference

Charitable donations can often be structured so you and your cause both benefit. It’s just a matter of knowing how to take full advantage of all available incentives for donors, and how to minimize the cost of gifts for recipients.

We have helped many clients make generous charitable donations– from simple to complex– using a variety of financial and legal vehicles for planned giving:

  • Wills

  • Trusts

  • Life Insurance

  • Annuities

  • Transfers of stocks/bonds

  • Real estate transfers/trusts

  • Personal Property Donations

  • Charitable Foundations

More complex plans may take some time to put in place, but the result is well worth the time and effort.

Whether the causes you want to support are local, national or international, secular or religious, and whether you have been blessed with the resources to give while you are living or want to give as part of planning your estate, we will help you figure out the best way to do the most good with whatever resources you have to give.

Please contact us to discuss the impact you would like to have and on what causes. We will be glad to help you develop a North Carolina charitable giving strategy so you can make a lasting and meaningful contribution as part of your legacy.

Tools and Resources

How much can I afford to give?

Questions to ask charities before donating

Research a charity on Charity Navigator

Top 10 Best Practices of Savvy Donors

Guide to Donating Your Car

Guide to Donating Non-Cash Goods

What charitable contributions are tax-deductible?

8 tips from the IRS for deducting charitable contributions

Check the status of exempt organizations online with IRS EO Select Check

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