Working with Doug on your charitable efforts grants you access to a like-minded, philanthropically involved professional who is deeply committed to the principles of effective philanthropy. He offers:
1. Personalized Philanthropic Strategy: Doug will work closely with you to understand your values, passions, and long-term charitable goals. This will help craft a tailored philanthropic strategy that aligns with your personal and financial objectives.
2. Tax-Efficient Giving: Philanthropic planning often involves navigating complex tax laws. As CAP® advisor, Doug has the experience and knowledge to design giving strategies that maximize tax benefits for you, ensuring more of your donation goes to the causes you care about.
3. Legacy Planning: Doug will help you create a legacy by integrating your charitable goals with your estate planning. This will help to continue ensure your philanthropic efforts continue to make an impact for generations to come.
4. Charitable Trusts and Foundations: If you're interested in setting up a charitable trust or private foundation, Doug can guide you through the process, helping with the legal and administrative aspects of your giving vehicle.
5. Maximizing Impact: With a deep understanding of non-profit organizations and charitable structures, Doug will help you identify effective ways to support your chosen causes, helping to ensure your contributions make the greatest possible impact.
Doug’s philanthropic services include:
- Comprehensive Philanthropic Assessments: He begins by conducting a thorough assessment of your current financial situation, charitable goals, and personal values. This forms the foundation of your personalized philanthropic plan.
- Strategic Planning and Implementation: Together you will work to develop a strategic plan that outlines your charitable goals, the methods for achieving them, and a timeline for implementation. This plan is designed to be flexible, adapting to changes in your financial situation or charitable interests.
- Collaboration with Non-Profits: Doug has strong relationships with a network of non-profits and charitable organizations (such as The Pittsburgh Symphony Orchestra, The Pittsburgh Zoo and PPG Aquarium, The Pittsburgh Foundation, Family House, and Light of Life). Together you can facilitate connections and partnerships that align with your goals, enhancing the impact of your contributions.
Doug can serve as your dedicated professional who is passionate about helping you achieve your philanthropic aspirations to improve the world. Together, you can create a legacy of giving that reflects your values and makes a lasting difference.
