6th Pillar: Philanthropy

You can influence things that matter most to you

You can influence things that matter most to you

The Integrity Wealth Group helps you create an impact by contributing to initiatives that align with your values. You can influence things that matter most to you.

This pillar consistently monitors returns to guide decision-making for high-net-worth individuals, families, trusts, and foundations that strive to make a positive impression through:

Philanthropic Values and Goal Assessment

Understanding what you care about and why to help you to determine how to best impact the causes or organizations that are important to you. Strategies to handle requests for funds also need guidelines that beneficiaries can follow in the future.

Charitable Giving Strategies

Covering strategies to potentially maximize tax benefits, timeliness for the organization, or ongoing cash flow needs.

Donor Advised Funds

Allowing donors to make charitable contributions, receive an immediate tax deduction, and recommend grants from the fund over time.

Ask about other philanthropic strategies, such as:

  • Foundation Establishment
  • Establishing your Philanthropic and Tax Advisor