Individuals & Families
At Aligned Giving we help individuals and families turn generosity into lasting impact—by aligning wealth with strategic purpose and sustainable intent.
Whether you're a new philanthropist exploring where to begin, or part of an established family seeking to refine or expand your giving, we offer strategic guidance at every stage of the journey. We work with you to ensure that your charitable plan is not only tax-efficient and financially sound, but also deeply personal and aligned with the legacy you want to leave. We help answer these essential questions:
Do you want your giving to mean more? Are you being as wise as you can to provide for your family and for the causes you care about? Are you and your advisors using the right tools? Do you need help having greater impact?
Smart Philanthropy That Reflects Your Values—and Strengthens Your Legacy
How We Work with Individuals & Families
Developing Your Plan for Giving
We help you find your focus and clarify what matters most to you. We help you learn about charitable giving vehicles and craft an integrated, tax-smart charitable financial plan that reflects these concerns. We help align optimal strategies for your planning needs including; DAFs, gifts of non-cash assets, charitable remainder trusts, charitable lead trusts, sustainable impact, charitable gift annuities, planned giving and qualified charitable distributions (QCDs) from IRAs.
Life events, Legacy & Estate Integration
Significant life or wealth events, such as marriage, birth or death, selling a business, a stock event or inheritance can create new responsibilities or outlook. We work closely with you and your advisors to incorporate charitable giving into estate plans, wealth transfer strategies, and long-term legacy goals.
Donor-Advised Funds (DAF), Private Foundations & Gifts from Retirement Accounts
Should you establish a new DAF, need help managing a large DAF, create or manage a family foundation, or make major gifts from retirement accounts? We help structure and steward your giving for maximum impact, tax efficiency and flexibility. We will meet regularly to support your annual giving budget and grants to your causes.
Tax Minimization Strategies
We help identify and implement charitable tools that optimize deductions & income, and reduce immediate and long-term tax exposure, especially in years of high income, business transition, or inheritance. We help with major non-cash gifts such as real estate, crypto, business interests, oil & gas interests, restricted stock, etc.
Meaningful Capital: Strategies for High-Earning Professionals
We understand high-earning professionals’ unique issues around practice sales, partnership events, how to replace burn-out with purpose, deferred compensation, Roth conversions and retirement transitions which all deserve a roadmap based on who you are and how you wish to align with the values that are most important to you. Legacy planning for frontline professionals can shape long-term meaning and impact.
Next-Generation Engagement
We help engage multiple generations in your legacy planning and charitable intent. Connecting high-income households, adult children, grandchildren and extended family in giving conversations, fostering a shared sense of purpose, meaning and intergenerational continuity. A family statement of vision & purpose with a roadmap can bring generational alignment to legacy.
Help you design and manage significant legacy gifts
For those looking to ensure that legacy gifts have long-term benefits for the organizations they choose to support, we provide sophisticated, customized planning that integrates your planning team, sustainable portfolio, impact investments, philanthropy, complex assets, tax & legal, family governance, and legacy architecture.
Part of your planning team
We always serve as a supporting member of your planning team, collaborate and coordinate with valued advisors. We do not replace existing professionals. We do not draft legal documents, prepare tax returns, sell products, or manage portfolios.
We know that giving isn’t just about writing a check—it’s about making a difference in a way that feels honest, enduring, and aligned with your life, your family and your vision for the world. We’re here to help you do just that.