Charitable Giving

When it comes to charitable giving it’s important to combine your overall goals with an effective giving strategy. At DHJJ Financial Advisors, we know that you have worked hard to build your wealth and can help you create a charitable plan that maximizes your charitable legacy as a part of your overall financial plan.

There are numerous strategies involved in charitable giving and it is important to determine which one is right for you and your family. Our experienced professionals will analyze these strategies along with the ever changing tax laws to ensure your plan is as tax efficient as possible while still maintaining your financial security. We’re here to help you identify the best assets to give and when.

Whether you have already begun fulfilling your charitable goals or are just starting the process, DHJJ Financial Advisors provides a complete range of charitable planning services that include:

• Planning how much to Give and When

• Identify the most Efficient Asset to Give

• Tax Strategies to Maximize Charitable Giving

• Combining Charitable Planning with your Overall Estate Plan

• Outright Gifts to Charity

• Donation of Required Minimum Distributions from Traditional IRA plans

• Donor Advisor Funds

• Private Foundations

• Charitable Trusts

To discuss how a DHJJ Financial Advisor can help you create and implement the ideal charitable plan, please call us at 630.420.1360.

*Please Note: Advisory services provided by DHJJ Financial Advisors (“Advisors”), an SEC registered investment adviser. Accounting services can be provided by Advisors’ affiliated entity, DHJJ Certified Public Accountants (“CPA”), per the terms and conditions of a separate written engagement agreement. No Advisors’ client is under any obligation to engage CPA, and vice-versa. As more fully discussed in Advisors’ written Disclosure Brochure, a recommendation that an Advisors’ client engage CPA, and vice-versa, presents a conflict of interest.

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NAPERVILLE
T: 630.420.1360
F: 630.420.1463
184 Shuman Blvd, Suite 200
Naperville, IL 60563

ST. CHARLES
T: 630.377.1106
F: 630.377.2294
2560 Foxfield Rd, Suite 300
St. Charles, IL 60174

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