Charitable giving can be about more than donating. A wealth manager can help people explore how thoughtful financial planning can support the causes they care about while balancing retirement, family and long-term financial goals. A wealth management team can help determine when to give, which assets to donate and how charitable gifts fit into broader financial and estate plans. For example, donating eligible appreciated publicly traded securities directly to a registered charity may eliminate capital gains tax and provide a charitable donation receipt. With the right guidance, you can make your generosity more tax-efficient and create a lasting legacy.