After clients accumulate assets, achieve financial independence, and satisfy family needs, they often turn their focus to charitable activities. We work closely with our clients, their attorneys, CPAs, and other resources in the community to explore and define their charitable gifting programs.
Frequently, clients seek objective advice in deciding a reasonable amount for their annual charitable gift budget. Often clients are interested in discussing personalized gifting approaches and inquire about private foundations, supporting organizations, or donor advised funds.
The Putney Financial Group has experience with all of these approaches and vehicles. We also assist with the appropriate asset transfers to assure that the desired outcome is achieved. Complicating issues can arise when real estate or private securities are involved. In these cases appraisers and valuation consultants may be included in the team to prepare detailed analyses and to assure compliance with specific IRS requirements.