As a high-earning executive, you may wish to give back while also reaping the tax benefits and estate advantages that strategic charitable giving can offer. WealthVisory employs our SmartMethod to help ExxonMobil executives align their philanthropic goals with effective tax and estate planning, ensuring that your generosity maximizes impact for both the causes you care about and your financial picture.
Our charitable giving strategies include:
- Charitable Trusts and Foundations: Establish charitable vehicles that provide ongoing support for your chosen causes and offer potential tax benefits.
- Tax-Efficient Donations: Maximize tax savings through tax-deductible contributions, stock gifts, and other options.
- Legacy Giving: Ensure your philanthropy becomes a meaningful part of your legacy through planned giving that reflects your values.
With WealthVisory, ExxonMobil executives can create a meaningful giving strategy that enhances both their financial well-being and the causes they support. Find out how WealthVisory can help with charitable giving at WealthVisory.com.
