Charitable Planning

Aligning Your Values with Your Financial Goals

Charitable planning allows you to support causes you care about while also achieving your financial and estate planning goals. At Tirey Law Firm, we are dedicated to helping you create a charitable giving strategy that reflects your values and maximizes the impact of your contributions. Whether you want to establish a charitable trust or integrate philanthropy into your estate plan, our team is here to guide you through the process with expertise and compassion.

Our Approach


At Tirey Law Firm, we approach charitable planning with a deep commitment to understanding your philanthropic goals and financial situation. Our team works closely with you to develop a tailored strategy that aligns with your values and supports your desired causes. We provide clear, actionable advice and handle all aspects of charitable planning to ensure that your giving is both impactful and efficient. Our goal is to help you make a meaningful difference while securing your financial future.

Optimize Tax Benefits

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Contingency Planning

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Provisions for unexpected events in charitable planning, such as changes in financial circumstances or changes in tax laws.

Provide guidance on how to maximize the tax benefits of your charitable gifts, including deductions and estate tax advantages.

Legal Documentation

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Draft and review essential legal documents related to charitable giving, such as charitable trusts, bequests in wills, and gift agreements.

Personalized Strategy

Assessment of the client’s overall estate plan and integrating charitable contributions

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What We Offer

Frequently Asked Questions

  • What is charitable planning?

    Charitable planning involves creating a strategy to make charitable contributions in a way that aligns with your financial goals and philanthropic interests. It includes structuring donations to maximize their impact and any associated tax benefits.

  • How can charitable planning benefit me?

    Charitable planning can provide financial benefits, such as tax deductions and estate tax savings, while allowing you to support causes you care about. It also helps you create a lasting legacy of generosity.

  • What types of charitable giving strategies are available?

    Common strategies include setting up charitable trusts, making direct gifts, establishing donor-advised funds, and including charitable bequests in your will. Each option offers different benefits depending on your goals.

  • How do charitable trusts work?

    Charitable trusts are legal arrangements that allow you to transfer assets to a trust, which then provides income to you or your beneficiaries for a period of time before making a final distribution to a charity. They offer tax advantages and support your chosen causes.

Request a Charitable Planning consultation with us

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