MATRIX360® Charitable and Philanthropic Services

The Connemara Group advisors provide MATRIX360® charitable planned giving and philanthropic services as part of the firm’s broader suite of MATRIX360® financial planning and investment advisory services.

Certain The Connemara Group advisors have specific experience, training, and credentials in working with clients and donors regarding various levels of charitable planned giving using various tools and techniques, including, but not limited to, Qualified Charitable Distributions (QCDs), Donor Advised Funds (DAFs), Private Foundations, charitable gift annuities, Charitable Lead Trusts (CLTs), Charitable Reminder Unitrusts (CRUTs and NIMCRUTS), Charitable Remainder Annuity Trusts (CRATs), etc.

Whether or not to use Qualified Charitable Distributions (QCDs) from IRAs post age 70 ½ to manage tax exposure while accomplishing charitable goals, whether or not to use DAFs on a standalone basis or in conjunction with private foundations, and whether or not to use trusts to achieve all or a portion of a clients lifetime or post-mortem charitable and philanthropic goals and objectives are considered and discussed with clients as part of the firm’s MATRIX360® financial planning services and MATRIX360® investment advisory services offerings.