Strategic Charitable Giving

Give with Purpose. Grow Your Impact

At The Giving Guy, we help you align your generosity with your financial goals—so your giving does more than feel good. It works smarter.

Whether you're looking to reduce taxes, leave a legacy, or support the causes that matter most, we help you create a personalized giving strategy that maximizes your impact while staying aligned with your overall wealth plan.

We specialize in:

Donor-Advised Funds (DAFs): Simplify your giving with an easy-to-manage charitable account.

Qualified Charitable Distributions (QCDs): Give directly from your IRA, lower your taxable income, and satisfy RMDs.

Charitable Remainder Trusts (CRTs): Convert appreciated assets into income while leaving a future gift to charity.

Gifts of Stock or Real Estate: Avoid capital gains taxes while making a meaningful contribution.

Legacy Planning: Incorporate charitable giving into your estate to ensure your values live on

We work with individuals, families, and business owners who want to make a difference intentionally and intelligently.

Let's craft a plan that reflects both your heart and your financial goals.