Charitable Giving Strategies: Giving Back Made Easy
Our charitable giving strategies are designed to help you give back more efficiently, taking advantage of all available benefits while experiencing the joy of charitable giving.
Charitable Giving Strategies: Giving Back Made Easy
Our charitable giving strategies are designed to help you give back more efficiently, taking advantage of all available benefits while experiencing the joy of charitable giving.
Charitable Giving at Rovin Capital
At Rovin, we are proud to partner with clients who have not only found great success in their life’s work but want to pay it forward and pass that good fortune on to others.Â
Does this sound like you? If so, we’re excited to help you navigate your charitable giving.
How Can We Help You Give Back?
Whether you’re looking to give on a smaller scale (e.g., make small donations to a local charity) or on a larger one (e.g., contribute to a larger charitable project or through donor-advised funds), Rovin Capital is more than equipped to make the process as simple and seamless as possible.
Many individuals and businesses choose to give to charitable causes, for benefits financial, moral, and otherwise. Very few, however, know how to do so efficiently.
When you donate in an efficient manner, you can actually save while you give back. We will work with you and your CPA to determine the charitable giving strategies that work for you, so you can donate simply and efficiently.
Ways to Give Back
If you’re looking to make a charitable donation, there are a variety of options available to you.
Qualified Charitable Distributions
You may choose to donate via qualified charitable distribution (QCD). In this method, a donor over the age of 70 ½ may donate from a taxable IRA account. This donation can amount to as much as $105,000 and may go to one charity or multiple.
QCDs allow donors to give back without being placed into higher tax brackets, and can also protect their access to some tax deductions.Â
Donor-Advised Funds
You may also elect to utilize a donor-advised fund (DAF) for your charitable donations. A DAF allows donors to receive an immediate deduction on their taxes, in exchange for an irrevocable donation. These funds are operated by sponsors, which may be individuals or organizations.
Donor-advised funds have become an increasingly popular charitable avenue, and have a robust set of benefits.
When you contribute via a DAF, your donations can be invested. This unique method allows for tax-free growth on your contributions. You may also choose to name your children and other individuals as joint donors or successor advisers. DAFs are versatile, low-cost, and efficient.
Why Rovin?
The combined experience and qualifications of our financial advising team make Rovin the smartest choice for your investing needs.
After years of strategic growth, Rovin is poised to offer you world-class financial management services, so you can maximize your returns and live a higher quality of life. From charitable giving strategy to 401k services, discover all that we can do together to get you where you want to go.
Give with Rovin
We commend your generosity, and we’re ready to help you give back to your community. Fill out the form below to set up a consultation with one of our expert advisors.
