Mason helps our individual clients in the planned giving area by integrating their charitable inclinations while considering the complex principles of financial and estate planning.
We begin by advising clients on how to develop a family financial philosophy, including a personal financial mission statement that helps to define an individual’s objectives in:
- Financial independence – the resources needed to maintain the desired lifestyle.
- Family legacy – the amount of money available for family members and other heirs.
- 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 flexibility to control the allocation of their resources between themselves, their heirs and society.
Click below to request more information about Mason’s charitable giving services.
Washington, DC Area Office:
Address: 11130 Sunrise Valley Drive, Suite 200, Reston, VA 20191
(703) 716-6000 (Phone)
(703) 716-6020 (Fax)
San Francisco Bay Area Office:
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Investment Management and Financial Planning Services are provided by Mason Investment Advisory Services, Inc.
The Mason Companies is comprised of Mason Investment Advisory Services, Inc., a SEC Registered Investment Advisor; Mason Securities, Inc., a FINRA Member Broker/Dealer (www.finra.org); and Mason Associates.
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