Charitable Planning

Philanthropy can, and should be, lifechanging. Providing for and supporting a cause or organization that is important to you, while at the same time meeting your own personal goals, is powerful. It also requires careful planning, and therefore, the majority of consumers are interested in discussing it with their financial advisor.

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When you want to give back, our Philanthropic Advisors can help you structure your gifts to have a meaningful impact on the organizations you care about. Young American Wealth Management has the integrity and character that a non-profit or charitable organization would want to align with, focusing on performance and maximizing funds.

 

Donor-Advised Funds

A donor-advised fund (DAF) is a charitable giving vehicle, administered by a nonprofit and created to manage charitable donations on behalf of organizations, families, or individuals. Think of it as a combined charitable savings and checking account that allows you to support the causes and charities that are important to you now, while also growing your charitable dollars for the future.  A DAF offers a flexible and affordable approach to

charity for those who are serious about their giving. Work with our team to find the level of giving that works best for you.

 

Non-Profit Organization Guidance

At Young American Wealth Management, we celebrate the effort, service and dedication you bring to your non-profit organization. As a fiduciary financial advisor for institutions throughout the United States, we are here to make your life easier and your role even more rewarding. We deliver confidence and help you keep more of your organization's investment returns to devote to your mission.

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Within your organization, board members and trustees play an integral role. To help reach your audience, Young American Wealth Management can support you by offering education and guidance beyond our core financial services. We can provide the prudent financial guidance you need to advance your organization’s missions and goals.

 

By teaming with Young American Wealth Management, we can help you to feel confident that your board is doing the right thing for your organization, and the people it serves.

 

While donor advised funds have many advantages, some disadvantages to be aware of include but are not limited to possible account minimums, strict limits on grant allocations, management fees and the potential that future tax laws may change at any time that may impact the tax treatment and benefits of donor advised funds.