Charitable Giving Strategies

It’s no surprise that many people want their lasting legacy to be the impact they’ve had on the lives of people they love and the causes they promote. However, the simplest form of charity may not have the impact you desire or protect you financially. By crafting incorporating legacy planning into your comprehensive wealth management services, Scheffler Financial Services, Inc., can better ensure you leave a lasting impact on the people and causes you care about. 

What Are the Goals of Legacy Planning? 

An effective legacy plan should include a variety of financial tools that aim to protect your family and promote your philanthropy: 

• Care plans for family members with special needs 
• Charitable giving 
• Life and disability insurance 
• Tax mitigation 
• Wills, trusts, and beneficiary designations 

Using your wealth to provide help to those who need it is the most lasting legacy someone can have. To ensure your wealth is used the way you envision it, your plan should be documented and formalized. 

How Can Scheffel Financial Services Help with Charitable Giving? 

Our financial planners and wealth managers can be your partner in creating an impactful, lasting legacy. We’re proud that so many of our clients choose the gift of charity as part of their overall wealth management plan, and we’re devoted to ensuring your financial resources positively affect your family, your community, and the causes you care about most.