Skip to Content
ContactOpen mobile menuClose mobile menu

Charitable Planning

At Stavis Wealth, we recognize the importance of developing a purposeful philanthropic strategy that goes beyond "checkbook philanthropy."  The desire to replace estate tax payments with impactful charitable contributions is a shared sentiment.

We work closely with our clients and their families to create an intentional philanthropic plan, ensuring contributions align with your passions and values. Stavis Wealth's holistic estate planning process includes an in-depth "Money and Meaning" conversation. This approach, coupled with collaboration among philanthropic specialists, optimizes strategies for meaningful impact.

To learn more, feel free to reach out to our team via our Contact Page.