Charitable Giving
Stewardship That Lasts
At Chessman Wealth, we believe wealth is more than numbers on a balance sheet. It’s a tool entrusted to us by God—a tool that can bring blessings, hope, and positive change well beyond our lifetime.
Scripture reminds us, “It is more blessed to give than to receive.” (Acts 20:35)
Wise giving isn’t just about tax savings. It’s about aligning your financial resources with your deepest values and leaving a legacy of generosity for generations to come.
Why Give?
A Biblical Calling
“A generous person will prosper; whoever refreshes others will be refreshed.” (Proverbs 11:25)
Giving reflects our faith and points us back to the Source of everything we have.
A Family Legacy
True wealth is more than money. It’s the values you pass on. Charitable giving allows your children and grandchildren to witness generosity in action and carry that forward.
A Lasting Impact
Whether through your church, a favorite ministry, or a cause close to your heart, giving wisely extends your influence and helps build something eternal.
How We Help You Give with Purpose
Generosity is powerful, but it’s even more impactful when it’s intentional. We help clients explore:
- Qualified Charitable Distributions (QCDs): Give directly from an IRA, reduce taxes, and support ministry at the same time.
- Donor-Advised Funds (DAFs): Create a flexible account that allows you to set aside resources now and direct gifts later.
- Charitable Trusts and Legacy Strategies: Integrate giving into your estate plan so your values carry forward.
- Gifting Appreciated Assets: Use stocks or other holdings to maximize your impact while minimizing tax burdens.
Each of these strategies can be tailored to reflect your faith and the legacy you want to leave.
Building a Legacy of Faith and Generosity
Jesus said, “For where your treasure is, there your heart will be also” (Luke 12:34). Your financial plan is more than a strategy for retirement — it’s an opportunity to demonstrate where your heart truly lies. By weaving generosity into your planning, you not only bless others but also find joy and peace in knowing your wealth is serving a greater purpose.
Ready to Align Your Wealth with Your Values?
Let’s create a charitable giving plan that reflects your faith, multiplies your impact, and leaves a legacy that lasts.
Generally, a donor advised fund is a separately identified fund or account that is maintained and operated by a section 501(c)(3) organization, which is called a sponsoring organization. Each account is composed of contributions made by individual donors. Once the donor makes the contribution, the organization has legal control over it. However, the donor, or the donor’s representative, retains advisory privileges with respect to the distribution of funds and the investment of assets in the account. Donors take a tax deduction for all contributions at the time they are made, even though the money may not be dispersed to a charity until much later.