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Philanthropy

Philanthropy is about more than simply giving away money. It can reinforce your family’s values and teach future generations how to have a positive impact on their community and the world.

MAKING A DIFFERENCE

Charitable giving plays a central role in the life of many individuals and their families, and it can be an important part of an integrated wealth management solution. AMG can help you be intentional about your philanthropic efforts.

We thoroughly examine tax consequences as well as your philanthropic goals to identify solutions that are best suited for your needs. Depending on your situation, a donor-advised fund might be a great fit. For others, a charitable trust, private foundation, or direct donation may make sense. AMG has the knowledge and experience to help you identify the appropriate direction.

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Philanthropy as Part of Wealth Management

  • Your charitable impact can be improved by managing giving within an integrated wealth management plan.
  • Giving in a tax-efficient way helps make the most of your net worth.
  • Lead by example and teach future generations the importance of giving back.

OUR PHILANTHROPY SOLUTIONS

    • AMG Charitable Gift Foundation – This donor-advised foundation makes philanthropy simple, seamless, and cost effective.
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    • Charitable Trusts – AMG can work with your estate planning attorney to evaluate the benefits of the different types of charitable trusts to identify which best meets your needs. We also can help you manage the trust’s assets.
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    • Private Foundations – These entities are more complex and take longer to set up for charitable giving purposes, but they make sense in certain situations. Over the years, AMG has worked with many private foundations to professionally manage their assets and provide tax and administrative services.

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