What is Balance Sheet Philanthropy?

We empower donors to explore creative giving options beyond traditional cash donations. For example, if you might be selling an appreciated asset in the next 12-36 months, it’s not uncommon that we could help you reduce, or even eliminate the long-term-capital-gains taxes in favor of charities you care about. Some people like to say that we help them “disinherit the government” in favor of nonprofits having an impact in your community. We focus on helping you maximize the impact of your assets—such as real estate, business interests, or estate planning—to achieve greater stewardship. Our approach makes it simple and secure for you to contribute in a way that aligns with your financial goals and philanthropic passion.

• Consider an Asset Gift: Learn how to utilize your non-cash assets for greater charitable giving.

• Double Your Tax Benefits: When you write a check to charity, you get a deduction for that cash gift. When you give an appreciated asset, you get two benefits. You avoid the long-term-capital-gains taxes, AND you get a charitable deduction.

• Leave a Lasting Legacy: We blend traditional estate planning tools with creative charitable trusts established by congress that allows you to fulfill inheritance goals for your heirs while creating a legacy through organizations you care about.

Whether you’re looking for immediate tax benefits or long-term legacy planning, we provide the guidance and tools you need to make the most of your assets.