Charitable Giving Strategies
Transform your tax burden into meaningful charitable impact through IRS-compliant giving strategies that benefit both your tax situation and the causes you care about.
Our charitable giving strategies help high-income individuals and families reduce their tax liability while creating lasting positive impact. Every approach is fully documented, independently appraised, and designed to work seamlessly with your existing tax and estate planning.
Charitable Impact Framework
Our signature strategy using discounted software licenses with independent appraisals to create substantial charitable deductions while supporting qualified nonprofits.
Donor-Advised Funds
Contribute assets, receive an immediate tax deduction, and distribute grants to charities over time with flexible timing and investment growth potential.
Charitable Remainder Trusts
Convert highly appreciated assets into lifetime income while deferring capital gains and receiving a charitable deduction for the remainder interest.
Private Foundation Planning
Establish a family foundation for long-term philanthropic impact with governance control, next-generation education, and structured legacy planning.
Important Disclosures
All strategies are subject to IRS rules, limitations, and documentation standards. Numbers are illustrative only. Stonebridge Tax Advisors LLC does not provide legal or investment advice. Implementation requires coordination with your CPA, attorney, and qualified third parties where applicable.
Ready to Explore Charitable Giving Strategies?
Our Tax Impact Assessment will help identify which charitable giving strategies best fit your income level, philanthropic goals, and tax reduction objectives.