Building a Legacy: Philanthropy & Governance

You may have ambitious and complex objectives for charitable giving, much like many of our clients. Our planning process not only helps identify your capacity for philanthropy but also emphasizes the importance of family governance to align your charitable endeavors with shared family values and goals.

We start by helping you determine your charitable objectives and creating a mission statement that reflects your values and long-term vision. By involving your family in this process, we foster collaboration and ensure your philanthropic efforts become a unifying force across generations. To learn more about how family meetings can enhance governance and promote alignment, visit our blog: Navigating Family Governance: Why Family Meetings Matter.

Once a realistic set of objectives is outlined, we help create a carefully conceived strategic plan that integrates your values, philanthropic goals, and family legacy. Certain gift structures, such as donor-advised funds, family foundations, charitable lead trusts, charitable remainder trusts, and direct gifts, can play pivotal roles. Our approach includes a focus on your entire wealth transfer strategy, ensuring that your gifting structures not only achieve your philanthropic goals but also strengthen family governance and create a lasting impact.

Disclaimer: *Callan Capital does not provide individual tax or legal advice, nor does it provide financing services. Clients should review planned financial transactions and wealth transfer strategies with their own tax and legal advisors. Callan Capital outsources to lending and financial institutions that directly provide our clients with, securities based financing, residential and commercial financing and cash management services. For more information, please refer to our most recent Form ADV Part 2A and our Form CRS which may be found at www.adviserinfo.sec.gov.