A white background with a few lines on it

Charitable Giving Strategies

Giving back is one of the most meaningful ways to create impact while enjoying tax benefits. At Invictus Private Wealth, our charitable giving strategies are designed to help you maximize the reach of your philanthropic efforts while enhancing tax efficiency. With our guidance, you can make informed decisions on charitable donations that align with your values, creating a legacy of positive change for the causes that matter to you.


An elderly woman wearing a straw hat is standing in a greenhouse.

Charitable Giving Strategies – Make an Impact that Lasts

Philanthropy with Purpose and Strategy

Our charitable giving solutions offer a strategic approach to philanthropy, focusing on ways to help you achieve your charitable goals and reduce tax liabilities. Whether you’re interested in establishing donor-advised funds, planned giving, or charitable trusts, we work with you to identify the most impactful way to give back while preserving your wealth for future generations.

01

Planned Giving for Impact

We guide you in selecting planned giving options, from bequests to donor-advised funds, ensuring your contributions make a lasting difference.

02

Tax-Efficient Donation Planning

By leveraging tax-advantaged giving strategies, we help you make impactful donations while minimizing tax obligations.

03

Philanthropy That Reflects Your Values

We tailor your giving strategies to reflect what’s most important to you, so you leave a legacy that resonates with your values.

Ready to explore how charitable giving can create a lasting impact for generations?

Share by: