Charitable and Philanthropic Planning

Charitable and Philanthropic Planning

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As retirees have more time to reflect on what is important to them, it’s common for them to consider how they can use charity to help others.
As retirees have more time to reflect on what is important to them, it’s common for them to consider how they can use charity to help others.
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The triggering event seems to be either a client life event (cancer, pets, children, the list is endless) or a cause that has always resonated. Delivering on charitable interests can take many forms. 

The options include donating time, money, setting up charitable accounts, and funding advanced strategies. 

Cornerstone can help you explore strategies that satisfy your charitable intentions. 

VIDEO: Coordinate with your other professionals

You commit time and money to create the very best version of your financial plan. It looks spectacular and represents the hopes and dreams of you and your family. But like an Olympic relay race that gets off to a great start then goes wrong, your plan can miss in the handoff to your other professionals. 

When was the last time you had each of your key professional advisors around the table to coordinate your financial matters at the same time? 

Professional advisors include your accountant, insurance agent, attorney, and financial advisor to start. The answer is likely that this has never happened and will likely never happen. 

This can leave your spectacular plan with significant coordination gaps

Cornerstone is cross-disciplinary in its approach to financial planning. We seek to coordinate with your existing professionals or introduce you to new professionals. 

As your financial life evolves, your bench may go more in-depth: real estate brokers, property appraisers, real estate attorneys, property managers, and exchange intermediaries for real estate investors. 

For business owners, this can also include bookkeepers, group healthcare insurance brokers, third-party retirement plan administrators, part-time or temporary CFOs, and business brokers. 

The bench might include trust attorneys, appraisers, and in-house professionals in our advanced planning department for high net worth clients.

At Cornerstone, our advisor’s first careers resemble the experiences of many of our clients. We were directors, senior-level executives, entrepreneurs, and founders. 

We have needed, and often still require, the same types of experts we recommend to clients. 

We understand the value of coordinating with other professionals and how this will result in a higher likelihood of success with your most important financial goals.

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