Tax advantages are a key reason many people donate to charity. The Tax Cuts and Jobs Act (TCJA) of 2017 provided a significant opportunity for our clients to re-evaluate their charitable contribution strategy. That’s why we created our Charitable Services division—to help clients articulate their charitable goals and then implement those gifts in the most tax-efficient manner.
Whether you have a concentrated stock position, your portfolio has appreciated significantly or you’re blessed with a high-income tax year, we can complement and enhance your financial plan—all while supporting your favorite charities. It’s a win-win.
Generations Wealth Management is also a Charitable Investment Partner (CIP) with the Community Foundation of Greater Des Moines. This partnership allows us to manage our clients' charitable assets, while the Community Foundation provides valuable resources to implement their charitable goals.
If you already have an account with the Community Foundation, you may log in here.
To start a conversation about your charitable goals, please contact us. We’re happy to help.