Establishing a plan to maximize your impact
There are many ways you can spend your money, and charitable giving can be one of the most rewarding. Your BB&T Wealth team will work on your behalf to ensure your charitable gifts make a meaningful impact, while providing benefits that will help you meet your financial goals.
Create a budget
Take inventory of your assets with charitable giving in mind
First, it's important to:
- Decide what your personal giving standard should be
- Determine which causes align with your priorities and budget
- Understand and leverage the advantages of planned giving
Use tools that maximize the value of your gifts
Then, BB&T Wealth helps you choose methods of giving that:
- Are cost effective to implement and operate
- Structure your contributions to have the most impact
- Maximize the tax benefits of making charitable donations
- Allow you to give to the causes that matter most to you
Implement a strategy
Incorporate giving into your overall financial plan
Finally, we work with you to:
- Align your budget and goals into a plan that reflects your charitable priorities
- Use immediate giving and planned giving strategically
- Make the most of your assets, allowing flexibility to adjust your giving over time
Ready to take the next step?
Choose a time for an advisor to call you.
Speak with an advisor.
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The information provided should not be considered as tax or legal advice. Please consult with your tax advisor and/or attorney regarding your individual circumstances.