In the planned giving area, Mason Investment Advisory Services, Inc. helps our individual clients integrate the complex principles of financial and estate planning with charitable motivation. For our Investment Stewardship clients, we support their development department by offering assistance to donors interested in exploring how best to structure gifts to meet financial and estate planning goals in addition to their charitable objectives.
Mason Investment Advisory Services, Inc. helps our clients integrate the complex principles of financial and estate planning with charitable motivation.
We begin by advising clients on how to develop a family financial philosophy – a personal financial mission statement that helps to define an individual’s objectives in:
- Financial independence – resources needed to maintain the desired lifestyle;
- Family legacy – the amount of money available for family members and other heirs; and
- Social capital legacy – the remainder of the estate which will be used for society’s needs either through estate taxes or charitable gifts.
Some of the charitable tools we recommend include: charitable remainder trusts, charitable lead trusts, charitable gift annuities, family foundations, donor advised funds, outright gifts, supporting organizations, community foundations, pooled income funds, and bargain sales. We work closely with our clients’ attorneys, to carefully integrate estate planning tools.
Social capital planning gives our clients the satisfaction of controlling the allocation of their resources between themselves, their heirs, and society.
For information on Charitable Giving, please contact Robert Corno, 703-716-6000 or email firstname.lastname@example.org.
Tax Planning and Preparation Services
The Tax Group of the Mason Companies provides individual income tax return preparation for the federal, state, and local jurisdictions in which our clients are required to file. We are able to integrate information gathered through the financial planning process with the tax data of our clients. This reduces the likelihood of errors in tax return and enhances the quality of the tax advice we give as part of the client’s overall financial plan.
For information on Tax Preparation Services please contact Robert Corno at 703-716-6000, or email@example.com.