Charitable Giving
Charitable giving offers an opportunity to share both material success and personal values. Legg Mason Investment Counsel can help clients explore various philanthropic arrangements as well as advise them on the most tax-efficient means to fulfill their vision.
Many of our clients consider these tax-efficient strategies:
- Family foundations
- Charitable split-interest trusts
- Endowment gifting
- Donor advised funds - Learn more about the Legg Mason Charitable Gift Trust
Helping clients make difference
Achieving charitable giving goals should be satisfying. With the right help and information, it can be easy, too.
Our trust and investment professionals offer valuable insight to facilitate our clients' charitable decision-making. We can simplify the complex laws and IRS regulations associated with charitable giving, and, along with a client's tax and legal advisors, help determine strategies to best meet a client's estate, tax, and financial planning goals.
Planning for the next generation
For those with a long-term philanthropic vision, we can also suggest investment options to help increase giving over the years or to meet a client's specific social concerns and values.
In addition, we offer counsel to help a client prepare his or her family members to carry on the tradition of giving.
How Can We Help You?
Whatever your objective, we bring the commitment, experience, and expertise to help you achieve your goals.
Individuals & Families
A full range of services tailor-made to fit your individual needs.
Institutions
Put our proven investment management and counseling service to work for you and your organization.