Financial Planning, Insurance and Asset Management Resources

Charity

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5 minutes read

Charitable Giving and Impact Investing in an Uncertain Economy

Contributed by: Timothy Smith, CFP® Economic uncertainty has a way of making even the most values-driven investors pause. When markets are volatile, inflation is persistent, and headlines feel relentlessly negative, charitable giving and impact investing are often the first areas questioned. Should generosity wait for more stable times? Does impact investing still make sense when returns feel less…

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7 minutes read

Philanthropy & Impact Investing: How to Structure Giving Through Private Markets

Contributed by: Timothy B. Smith, CFP® For many affluent families, philanthropy is not simply an act of generosity; it is a reflection of purpose, legacy, and responsibility. As wealth grows and financial priorities evolve, traditional charitable giving alone often feels insufficient. Increasingly, investors are turning toward impact investing — the pursuit of measurable social and environmental outcomes…

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8 minutes read

Transferring a Donor Advised Fund

Contributed by: Nicholas Brown, CFA, CFP® Donor Advised Funds (DAFs) have long been a cornerstone of charitable giving strategies for families and individuals who value both philanthropy and tax efficiency. At Granite Harbor Advisors, we’ve previously written about how DAFs can be used as a flexible vehicle for managing charitable contributions, especially in high-income years or as part of a long-term…

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6 minutes read

The "Big Beautiful Bill": Reshaping Charitable Legacy Planning

Contributed by: Timothy Smith, CFP® In the world of wealth planning, quiet legislative changes often have an outsized impact on how families and business owners structure their estates, minimize taxes, and leave a legacy. The “Big Beautiful Bill” is a prime example. Though its title may sound casual, the potential implications for charitable legacy planning are anything but. Designed to modernize and…

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6 minutes read

Comprehensive Financial Planning for Executives in Their Prime

Contributed by: Tim Smith, CFP At the height of a corporate career, success often brings complexity. For executives in their prime earning years, many of whom are managing significant equity compensation, growing philanthropic interests, and contemplating long-term legacy decisions, the stakes are high. Navigating this stage without a deliberate financial strategy can lead to missed opportunities,…

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6 minutes read

New IRS Rules on Donor-Advised Funds

Contributed By: Tim Smith, CFP New IRS rules on donor-advised funds could reshape charitable giving strategies for high net worth families. Philanthropy has long been a cornerstone of wealth stewardship among high net worth families. Whether motivated by a commitment to legacy, community impact, or tax efficiency, charitable giving plays a critical role in many estate and financial planning strategies.…

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4 minutes read

Collaborative Philanthropy: Working With Other Wealthy Families

Contributed by: Timothy B. Smith, CFP For many high-net-worth families, philanthropy is not just a way to give back—it’s an opportunity to leave a legacy and create meaningful change. Increasingly, families are discovering the power of collaborative philanthropy, where they partner with other wealthy families to amplify their collective impact. At Granite Harbor Advisors, we understand that successful…

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5 minutes read

Structuring Donor Advised Funds for Maximum Impact

Contributed by: Timothy B. Smith, CFP Charitable giving is a core value for many high-net-worth families, corporate executives, and small business owners. Whether driven by a desire to leave a legacy, engage the next generation in philanthropy, or simply support causes they care about, strategic charitable planning allows individuals to maximize their impact while taking advantage of significant tax…

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3 minutes read

Charitable Giving Through Investments: Benefits and Impact

Authored by: Nicholas M. Brown, CFA, CFP As 2024 draws to a close, many investors find themselves in a fortunate position. The markets have delivered a year of solid growth, and many portfolios could be brimming with appreciated securities. While this success is worth celebrating, it also creates an opportunity to reassess philanthropic strategies. One powerful option is donating highly appreciated…

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5 minutes read

How to Create a Strategic Giving Plan Aligned with Your Values

Contributed by: Timothy B. Smith, CFP® Strategic giving allows families, business owners, and executives to maximize the effectiveness of their contributions, create a lasting legacy, and experience the fulfillment of purposeful generosity. At Granite Harbor Advisors, we understand the complexities of wealth management and the unique considerations of high-net-worth individuals when it comes to charitable…

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6 minutes read

The Benefits of Establishing a Private Foundation

Contributed by: Timothy B. Smith, CFP® In the world of philanthropy, private foundations hold a unique and esteemed position, offering wealthy donors, philanthropists, and nonprofit leaders an avenue to maximize their charitable impact. Establishing a private foundation is an important strategic move that provides lasting benefits to society and personal legacy. This article explores the many advantages…

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5 minutes read

How to Use Charitable Deductions to Offset Tax Liabilities

Contributed by: Dale Shaw, CFP®, RICP® In the world of wealth management and tax strategy, the art of giving is not only a philanthropic endeavor, but also a sophisticated approach to tax optimization. For affluent individuals, financial planners, and tax professionals, understanding the nuances of charitable deductions can significantly impact tax liabilities. This article discusses advanced strategies…

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5 minutes read

How to Align Philanthropy with Personal Values

Contributed by: Timothy Smith, CFP® In the current landscape, philanthropy offers a significant opportunity for individuals to make a meaningful impact within their communities and beyond. To maximize the benefits of charitable giving, it is essential that these endeavors align with one's personal values and long-term goals. With over 25 years of experience in financial planning and philanthropy, I…

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8 minutes read

Charitable Planning: A Strategic Avenue for Philanthropic Impact and Wealth Management

Contributed By: Timothy Smith, CFP Charitable planning stands as a cornerstone in the realm of wealth management, offering affluent individuals and families a pathway to leave a lasting impact on society while simultaneously optimizing their tax strategy. A charitable approach can provide substantial benefits, including tax relief, income generation, and most importantly, legacy preservation. Some…

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7 minutes read

Empowering Your Estate: The Dynamic Partnership of Estate Planning Attorneys & Wealth Advisors

The Dynamic Partnership of Estate Planning Attorneys & Wealth Advisors Co-Author – Amy R. Koontz, Attorney at Malouf Nakos Jackson & Swinson, P.C. As American retirees prepare to transfer a staggering $36 trillion over the next 30 years to families, friends, and charitable organizations upon death1, it’s critical to understand that a seamless transfer of wealth requires more than just a will.…

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Money in Motion

As a business owner or executive, you recognize the value of hard work and have achieved success through persistence and determination. You also understand that goals are best accomplished using a team of professionals collaborating to bring fresh ideas, innovations and perspectives. When it comes to wealth planning, it’s vital to take the same collaborative approach with trusted advisors to build upon a solid foundation and achieve maximum potential.

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Charity

Articles:

Charitable Giving and Impact Investing in an Uncertain Economy

Philanthropy & Impact Investing: How to Structure Giving Through Private Markets

Transferring a Donor Advised Fund

The "Big Beautiful Bill": Reshaping Charitable Legacy Planning

Comprehensive Financial Planning for Executives in Their Prime

New IRS Rules on Donor-Advised Funds

Collaborative Philanthropy: Working With Other Wealthy Families

Structuring Donor Advised Funds for Maximum Impact

Charitable Giving Through Investments: Benefits and Impact

How to Create a Strategic Giving Plan Aligned with Your Values

The Benefits of Establishing a Private Foundation

How to Use Charitable Deductions to Offset Tax Liabilities

How to Align Philanthropy with Personal Values

Charitable Planning: A Strategic Avenue for Philanthropic Impact and Wealth Management

Empowering Your Estate: The Dynamic Partnership of Estate Planning Attorneys & Wealth Advisors

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Money in Motion

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