Philanthropy and Charitable Giving
Create lasting impact through strategic giving.
Many individuals and families want their wealth to create a positive impact beyond their immediate financial goals.
Effective philanthropy requires thoughtful planning to ensure giving strategies align with personal values, family objectives and long-term intentions.
Andersen helps clients develop philanthropic strategies that consider the right structures, tax implications and governance arrangements. We provide practical guidance to help you create meaningful impact while ensuring your charitable activities are managed effectively.
How we help
Philanthropic strategy
We work with individuals and families to develop giving strategies that align with their values, priorities and long-term objectives.
Charitable structures
We provide advice on appropriate structures for charitable giving, including charitable trusts and foundations, helping ensure arrangements support your intended outcomes.
Tax considerations
We advise on the tax implications of charitable donations and philanthropic structures, helping you understand available opportunities and obligations.
Governance and compliance
Effective charitable giving requires appropriate oversight and governance. We provide guidance on compliance requirements and working alongside other advisors where required.
Family legacy and values
Philanthropy can play an important role in family legacy planning. We help families incorporate charitable giving into broader wealth and succession strategies.
Outcomes
With Andersen’s Philanthropy and Charitable Giving support, you can:
- Align giving with your personal values
- Establish effective philanthropic structures
- Understand tax implications of charitable activities
- Create a meaningful long-term legacy
- Support responsible stewardship of family wealth