Philanthropic giving isn’t just a charitable act — it’s a smart financial move that can reduce taxes, involve your family in meaningful decisions, and build a legacy that lasts beyond your lifetime. We help align your giving with your values and retirement goals.
Philanthropic Giving
At Tidewater, we help you turn your values into lasting impact by aligning your financial plan with charitable goals—so your wealth supports the causes and communities that matter most to you, now and for generations to come.
Our Process
“We explore your values and philanthropic goals”
We begin by understanding the causes that matter most to you and how you want your giving to make a difference — both now and in the future.
“We create a giving strategy that maximizes tax benefits”
From donor-advised funds to charitable trusts, we tailor a tax-smart plan that aligns with your financial situation and giving priorities.
“We integrate your plan into your broader retirement and estate strategy”
Your giving strategy is designed to work seamlessly with your retirement income plan and estate goals — ensuring long-term impact and financial efficiency.
Key Benefits
- Tax-efficient charitable strategies
- Options like donor-advised funds and charitable trusts
- Integration with estate and retirement plans
- Legacy-building with multigenerational impact
