Sarasota, FL / Bradenton, FL

Efficient Charitable Giving

couple who retired early hanging out on dockDirect indexing introduces an elegant solution to charitable gifting that is both financially advantageous and impactful by allowing you to pinpoint which assets to donate for maximum effect.

By gifting appreciated assets directly, you can potentially bypass capital gains taxes that would have been incurred had you sold them, thereby preserving the full value for the charitable organization.

But the advantages don’t stop at tax efficiency. Direct indexing also empowers you to align your charitable gifting with your broader investment and ethical strategy. Whether your goal is to support causes that mirror your Environmental, Social, and Governance (ESG) values or to target specific sectors or companies that resonate with your philanthropic mission, this approach provides the tools to achieve this alignment.