Charitable Services

Charitable planning helps individuals and families align giving with financial goals, tax strategy, and long term planning priorities.

At Apriem Advisors, we provide charitable planning services designed to help clients evaluate giving options, structure charitable gifts thoughtfully, and integrate philanthropy into a comprehensive financial plan.

Charitable planning may be part of an ongoing wealth management relationship or part of a larger transition such as retirement, a liquidity event, or generational planning.

Your Partner In Philanthropy

Non-Profit Foundations | Family & Private Foundations | Donor-Advised Funds | Charitable Trusts

At Apriem Advisors, charitable giving reflects who we are. Apriem Charitable Services partners with clients to bring their philanthropic vision to life. With 25+ years of experience managing foundations and charitable accounts, our team combines expertise with active community involvement to create giving strategies that maximize impact and honor your legacy.

What Is Charitable Planning?

Charitable planning is the process of making intentional decisions about giving, including how, when, and what to donate.

For many clients, charitable planning is not only about supporting causes they care about. It is also about coordinating giving with tax planning and long term wealth strategy.

Charitable planning may include:

  • defining charitable goals and priorities

  • evaluating the most effective ways to give

  • coordinating giving with investment and tax strategy

  • building a long term philanthropy plan

tax efficient charitable giving planning”

Charitable Giving Strategies and Tax Planning

Charitable giving can create meaningful tax planning opportunities, depending on a client’s situation.

We help clients evaluate charitable giving strategies such as:

  • donating appreciated securities

  • coordinating giving with capital gains planning

  • planning charitable gifts during high income years

  • aligning giving with retirement tax strategy

  • integrating charitable goals into long term financial planning

Charitable planning strategies are based on individual goals and circumstances and may involve coordination with a client’s CPA.

Charitable planning during life transitions

Donor Advised Fund Planning

A donor advised fund is one of the most common charitable planning tools for individuals and families who want a structured approach to giving.

Donor advised fund planning may support goals such as:

  • consolidating charitable giving

  • simplifying donation tracking and administration

  • creating a long term giving strategy

  • planning for charitable giving during a liquidity event

  • involving family members in philanthropy

We help clients evaluate whether a donor advised fund aligns with their goals and how it may fit into a broader financial plan.

Charitable Planning During Major Life Transitions

Charitable planning is often most relevant during periods of transition, when income, taxes, or wealth levels change.

We regularly support clients with charitable planning during transitions such as:

  • retirement and retirement income planning

  • selling a business or experiencing a liquidity event

  • receiving an inheritance or sudden wealth

  • high income years and executive compensation

  • generational wealth and legacy planning

Charitable planning during these moments can help clients make thoughtful decisions and avoid missed opportunities.

Integrating Charitable Goals With Wealth Management

Charitable planning is most effective when it is integrated with a broader wealth management strategy.

This may include:

  • coordinating giving with investment strategy

  • planning for liquidity needs and long term cash flow

  • aligning charitable goals with estate planning

  • reviewing beneficiary strategies and legacy goals

  • supporting long term family planning priorities

Our goal is to help clients ensure charitable giving supports both personal values and long term financial clarity.

Charitable planning during life transition

Who We Work With

Our charitable planning services are designed for individuals and families who:

  • want a structured approach to charitable giving

  • are exploring donor advised funds

  • want tax efficient charitable giving strategies

  • are planning giving as part of a liquidity event

  • want to incorporate philanthropy into legacy planning

  • want charitable giving to align with a broader financial plan

Charitable planning is customized based on individual goals and circumstances.

Charitable planning

Integrating Charitable Goals With Wealth Management

Charitable planning is most effective when it is integrated with a broader wealth management strategy.

This may include:

  • coordinating giving with investment strategy

  • planning for liquidity needs and long term cash flow

  • aligning charitable goals with estate planning

  • reviewing beneficiary strategies and legacy goals

  • supporting long term family planning priorities

Our goal is to help clients ensure charitable giving supports both personal values and long term financial clarity.

Learn More About Charitable Planning

If charitable giving is important to you and you want a thoughtful strategy that aligns with your financial plan, we invite you to schedule a conversation.