Charitable Planning for Purpose-Driven Individuals and Families
Your wealth is a powerful tool – not just for building a future, but for shaping the world. Through thoughtful charitable planning, you can support the causes you care about while enhancing your financial strategy and legacy. At Marbella Wealth, we help high-net worth individuals and families align their giving with their values through structured, tax-smart, and high-impact strategies.
Strategic Philanthropy With Structure & Soul
We begin by understanding your values. What causes matter to you? What legacy do you want to leave behind? We facilitate meaningful discussions that help shape the foundation of your giving strategy.
We help you structure your charitable efforts to maximize impact while minimizing tax burden. Services include:
We help you set up and manage Donor-Advised Funds (DAFs) to create a flexible, low-cost vehicle for structured giving. Benefits include:
For families with larger philanthropic visions, we offer:
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Whether you’re preparing for retirement, nearing a liquidity event, or considering a lasting legacy, charitable planning should be intentional, not reactive.
Common Triggers to Consider:
Whether you’re preparing for retirement, nearing a liquidity event, or considering a lasting legacy, charitable planning should be intentional, not reactive.
Common Triggers to Consider:
How we help you give with clarity and confidence:
Understand your goals, values, and assets
Create a giving plan tailored to your wealth strategy
Coordinate setup of accounts, trusts or funds
Monitor effectiveness, adjust as tax laws or goals change
Help document your giving story and educate heirs
Let’s build your legacy – one meaningful gift at a time.
With a well-structured charitable plan, you gain peace of mind knowing your wealth is supporting causes that reflect your values. Our guidance helps you reduce tax burdens, increase the efficiency of your giving, and create a meaningful legacy that extends beyond financial success. For families, charitable planning can also serve as a powerful tool to engage the next generation in stewardship, promote shared values, and foster a deeper sense of purpose.
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