Philanthropy and Charitable Giving

At Beese Fulmer, we see philanthropic giving as a powerful and strategic component of wealth management. We work with you to create a giving plan that reflects your family’s values while aligning with a broader financial strategy designed for tax efficiency, sustainability, and long-term impact. Whether through direct donations, donor-advised funds (DAFs), or private foundations, our goal is to bring your philanthropic intentions to life, managing these efforts with the same precision and care we apply to your financial portfolio.

Define Your Philanthropic Vision

Our approach begins by engaging deeply with you and your family to explore the causes and values that resonate most. We guide you through a thoughtful discovery process, helping refine a philanthropic mission that aligns with your family’s story and goals. This vision will not only bring immediate value but also carry forward across generations, adapting as needed to maintain its relevance and impact.

Explore Giving Options

With Beese Fulmer, you have access to a range of giving vehicles that offer flexibility and control. We work closely with you to select the most effective options to achieve your philanthropic goals.

Donor-Advised Funds (DAFs): We offer flexible DAF options that allow you to contribute assets now, enjoy an immediate tax deduction, and strategically distribute funds over time. Our team assists in determining an optimal investment strategy for the DAF assets, ensuring they grow tax-free and serve as a lasting resource for future contributions.
Private Foundations: For clients seeking to establish a long-term philanthropic legacy with more control over grant distribution, we help structure and manage private foundations.
Direct Donations & Community Foundations: For families focused on regional or community-based giving, we partner with local community foundations, which specialize in addressing specific local needs.

Optimize Tax Efficiency

Our team’s expertise in private wealth management ensures that your philanthropy is structured for tax efficiency, maximizing resources available for giving while supporting your wealth goals.

Contributing Appreciated Stock: A popular choice for many clients, donating appreciated stock allows you to avoid capital gains taxes while benefiting from a charitable deduction based on the stock's full market value. Our advisors work with you to identify assets with the highest tax benefit potential and manage the transfer process to optimize your tax savings and impact.
Tax Deduction Strategies: Beese Fulmer designs strategies to help you maximize charitable deductions. We stay up-to-date on tax codes and deduction limits, ensuring that you benefit fully from your contributions, increasing the resources available for impactful giving.

Plan for Flexibility and Transferability

As philanthropic goals may change over time due to shifts in family priorities, evolving causes, or tax policy adjustments, we provide adaptable solutions to ensure that your giving strategy remains aligned with your goals.

DAF Portability and Adjustments: Our DAF options through custodians and community foundations are designed for flexibility, allowing you to transfer or adjust funds as needed. Our team supports you in reassessing and adjusting your strategy if your focus or financial situation changes, ensuring your giving remains relevant and impactful.
Future-Proofing Your Giving Strategy: By structuring your philanthropic plan with flexibility in mind, we ensure it can evolve along with your family and priorities. Our advisors assist in establishing processes and governance, making it easier to adjust your philanthropic approach as needed, so your legacy grows with your family.

Legacy Planning for Future Generations

We believe that a well-structured giving strategy should inspire future generations to carry forward family values and principles. Our approach to legacy planning includes fostering engagement with family members, helping to build a foundation for long-term commitment to philanthropy.

Building Multigenerational Engagement: Beese Fulmer offers guidance on creating a framework that engages future generations, instilling a sense of stewardship and continuity in giving. We provide structured processes for revisiting family values and philanthropic priorities, ensuring that your family’s charitable efforts remain cohesive, relevant, and impactful over time. Find Out More