Wealth Management To Build A Legacy Of Philanthropy.

At Graves-Light, we develop sophisticated wealth management strategies to protect and preserve your legacy. When we get to know our clients personally, we learn about the causes, programs, and organizations that inspire them. We draft charitable giving plans that integrate those passions into your wealth management to cement your name into the community you call home.

We Give You Options.

You have options when it comes to charitable giving. At Graves-Light, we start with a discussion of your values and goals. We then develop solutions that maximize tax advantages while providing much-needed funds for your chosen nonprofits. Some possible options include:

Donor-Advised Funds: Develop a donor-advised fund to grow your money, tax-free, for the charity of your choice. Once you make your irrevocable contribution, you can take advantage of the maximum tax advantages allowed by the IRS.

Endowments & Foundations: Create long-term charitable giving options in your name through endowments and foundations.

Direct Gifts: Donate directly to the charity of your choice and take advantage of tax incentives.

Charitable Gift Annuities: Donate assets to the charity of your choice and receive a fixed income in return. Assets will transfer to the charity at the time of your death.

Gifts In Trust: Contribute to your favorite charity and leave your assets to beneficiaries named in your will.

You Make The Decision.

We advise you on your options, so you can make the final decision of where to donate your assets. Leading recipients of charitable donations; include:

  • Churches/Religious Organizations
  • Educational Institutions
  • Foundations
  • Healthcare Facilities/Organizations
  • The Arts
  • Environmental Causes

We’re Your Guide Throughout The Process.

You can count on our experienced team to walk you through the information, options, and strategies that best meet your needs. Instead of working with an advisor or fund hundreds of miles away, our team is your local solution for sophisticated wealth management you can trust.