Services
Charitable planning
Charitable planning connects the causes you want to support with what you can give, which assets to use, and when to transfer them. Aspirean Wealth evaluates those choices alongside your investments and family commitments, with tax and legal professionals reviewing eligibility, documentation, restrictions, and the consequences of an irrevocable gift.
Where we offer it
Where can you discuss charitable planning?
Charitable planning in Marin County, CA
6 Knoll Lane, Suite BMill Valley, CA 94941
(415) 383-8404
Marin County, CA · Mill Valley, CA · San Francisco Bay Area, CA
Charitable planning in St. Joseph, MI
505 Pleasant St, Suite 401St. Joseph, MI 49085
(844) 687-5342
St. Joseph, MI · Benton Harbor, MI · Southwest Michigan
Charitable planning in Chesterton, IN
160 Rail Rd, Suite 4Chesterton, IN 46304
(844) 687-5342
Chesterton, IN · Valparaiso, IN · Northwest Indiana
Should a gift use cash or appreciated securities?
We compare available assets with the amount you intend to retain for spending and investment needs. Tax treatment depends on the asset, holding period, recipient, and applicable limits; the IRS guidance on donated property explains valuation requirements.
When might a donor-advised fund or IRA gift fit?
We compare the timing and restrictions of direct gifts, donor-advised funds, and eligible IRA distributions with your objectives. Contributions to a donor-advised fund are irrevocable, and eligibility and reporting require review with your tax professional.
When should trusts or foundations be considered?
Your attorney and tax professional evaluate the legal, administrative, and tax requirements of a proposed structure. We connect its funding and ongoing investment needs with estate coordination and the resources you retain.
Frequently asked questions
What else should you know before working with us?
Do you have a minimum asset level?
Yes. We best serve individuals with at least $1 million in investable assets, including 401(k) plan assets, or more complex financial situations. Our minimum annual fee is $7,500 for clients below that threshold.
How are you compensated?
Aspirean Wealth charges an advisory fee based on the assets it manages. Investment expenses and custodial or transaction charges may also apply; review our firm disclosures and your agreement for fees, services, and conflicts of interest.
Do you set up charitable trusts or private foundations?
Your attorney advises on and drafts any legal structure, and your tax professional handles tax advice and filings. We help evaluate funding and investment implications alongside the financial plan.
This page provides general information, not individual investment, tax, or legal advice. Investing involves risk, including possible loss of principal; planning does not assure a particular outcome.
Meet with us
Let’s talk.
If you’d like to talk about how giving fits your plan, we’d like to hear from you.
Meet with us