Charitable Planning & Philanthropy

At Mission Wealth, maximize opportunities to give, utilize tax-advantaged strategies, and honor your charitable intent.

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Charitable Planning
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A Charitable Planning and Philanthropy report

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Charitable Planning with Mission Wealth means finding ways to give that reflect your intent and your tax picture.

Charitable planning can take many forms depending on your goals, family priorities, and financial circumstances. Mission Wealth can help you with many aspects of charitable giving, including creating a charitable mission statement, developing an area of focus, and working with the firm’s Strategy Team on tax- and estate-efficient approaches, while also introducing you to potential nonprofit partners in your field of interest. Depending on a client’s situation, charitable giving may include distributions from retirement plans, donor advised funds for transferring appreciated stock, or more sophisticated solutions such as charitable gift annuities or charitable remainder trusts.

Maximize your impact. Inspire future generations.

Thoughtful charitable planning can help support the causes you care about while creating meaningful opportunities for family involvement, tax efficiency, and long-term legacy.

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of high-net-worth families believe philanthropy should be discussed within the first few meetings with a Client Advisor.

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was given to charity in the United States in 2025 according to Giving USA.

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grants were given from Donor-Advised Funds in 2024 according to the DAF Research Collaborative.

There are many ways to incorporate charitable giving into your financial plan.

Through our planning process, we determine the most efficient way for clients to facilitate their giving.

Gifting to Family and Friends

Support loved ones intentionally while creating opportunities to share values, involve future generations, and make family giving more purposeful. This type of planning can help families think more carefully about how wealth is transferred, how charitable priorities are discussed, and how giving decisions can become part of a broader family legacy.

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Creating a Charitable Foundation

Establish a more formal structure for ongoing giving, family involvement, and long-term philanthropic impact. For some families, a charitable foundation can create a meaningful framework for shared decision-making, greater visibility into giving priorities, and a more intentional way to support causes over time.

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Choosing the Right Giving Tools

Evaluate vehicles such as donor-advised funds, charitable remainder trusts, charitable lead trusts, and other planning tools based on your goals. The right structure depends on what you want to accomplish, how involved you want to be, and how charitable planning fits into your overall tax and wealth strategy.

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Deciding Where to Give

Clarify what matters most, define the types of causes you want to support, and create a giving approach that reflects your priorities. For many families, this process also helps identify the values they want their giving to represent and the role philanthropy should play in their long-term legacy.

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Reviewing Estate Planning Opportunities

Incorporate charitable intent into your estate plan so your giving strategy remains aligned with your long-term wishes and family legacy. Reviewing these opportunities can help ensure that charitable goals are not treated separately from estate planning, but instead integrated into a broader vision for wealth transfer and impact.

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Every plan for charitable giving is unique. If you’re interested in a strategy not listed above, reach out—we’re here to help.