PHILANTHROPIC PLANNING

Philanthropic Planning

Financial planning goes beyond caring for your loved ones. It extends into your community and your causes. Scott White Advisors develops an efficient and effective strategy to support the organizations that reflect your belief system at the time you choose. Prudent philanthropic planning assists in insulating your estate from unnecessary government taxes. We can help ensure that your giving reaches out to the organizations you care about most and leaves the greatest, lasting impact.

Read Scott’s articles, Family Philanthropy: Sharing Values, Leaving Legacies; Planned Giving: Gifts that Make a Difference; and A Commitment to Philanthropy.