Charitable Planning | Landmark Wealth Management Group

Why Give Back?

When you understand you have financial stability and recognize, with our guidance that you have reached abundance, our team will share generosity concepts including volunteer and financial giving opportunities during lifetime and at death. We want to help you understand that you can make a difference as a philanthropist helping those individuals and organizations that you want to lift up. Tax efficient lifetime and legacy charitable concepts include:

Charitable Remainder and Lead Trusts

Charitable Gift Annuities

Donor Advised Funds

Charitable Beneficiary Designations

"We make a living by what we get, we make a life by what we give" - Winston Churchill

Find What Matters Most to You

Your Community

Are you passionate about creating a stronger community?

Those in Need

Do you want to help those who are less fortunate through volunteer and donation?

Experiences for Youth

Did you have an experience as a kid that shaped you? Give back to today's youth.

Charitable Giving: Smart from the Heart