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Charitable Giving

Make a Meaningful Impact

Philanthropic strategies to reflect your values and maximize benefits.

At Petros Family Wealth, charitable giving isn’t just about making donations—it’s about creating a legacy that aligns with your passions. Our advisors work with you to develop strategies that maximize the impact of your contributions while providing tax-efficient benefits.



Whether you’re supporting your community or global causes, we help you give with purpose and confidence.

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Donor Advised Funds

Simplify your giving with tax-efficient accounts that let you support the causes you care about over time.

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Charitable Trusts

Create trusts that benefit both your family and your favorite charities while reducing taxes.

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Planned Giving Strategies

Incorporate philanthropy into your estate plan to leave a lasting legacy.

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Corporate Giving Support

For business owners, we provide strategies to align corporate giving with personal values and business goals.

Your Charity Questions Answered

  • What is a donor advised fund, and how does it work?

    A donor advised fund is a tax-advantaged account that allows you to make a charitable contribution, receive an immediate tax deduction, and recommend grants to charities over time.

  • How can charitable giving reduce my taxes?

    Charitable giving can reduce taxes by allowing deductions for donations, avoiding capital gains taxes when gifting appreciated assets, and lowering estate taxes through planned giving strategies.

  • Can philanthropy be part of my estate plan?

    Yes, philanthropic goals can be integrated into your estate plan through charitable trusts, planned gifts, or bequests, ensuring your values are reflected in your legacy.

  • How do I choose the best strategy for my goals?

    The best strategy depends on your goals, financial situation, and the causes you care about. Working with an advisor ensures your plan maximizes both the impact of your giving and its tax efficiency.

Ready to Share Your Wealth?

Contact us today to explore how personalized Charitable Giving strategies can help you achieve your financial goals.

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