Charitable Planning Services
Description

If you are interested in becoming philanthropically involved, Legg Mason can help you seamlessly integrate charitable giving into your overall financial plan. In addition to benefiting the organizations of your choice, there are many charitable giving strategies that can also provide significant tax reductions. Working closely with your Legg Mason Financial Advisor, our Wealth Management Professionals can not only help you identify charitable organizations, but also develop a custom charitable giving solution that may include financial tools such as Charitable Remainder Trusts and Donor Advised Funds.

Benefits

  • Enjoy an individually tailored charitable giving solution based exclusively on your philanthropic interests.
  • Take advantage of our charitable giving expertise to satisfy your philanthropic wishes while also providing potential tax advantages.


Related Products/Services

Business Succession Planning
Estate Planning
Estate Valuation Services
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Legg Mason Trust, fsb
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Wealth Management
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