CHARITABLE GIVING
CHARITABLE GIVING
Our charitable giving service is designed to help clients maximize the impact of their donations while achieving tax efficiency. We offer a range of structured giving options tailored to your needs, including Donor-Advised Funds (DAFs), Direct Donations, Charitable Remainder Trusts (CRTs), Charitable Lead Trusts (CLTs), and Qualified Charitable Distributions (QCDs). Whether you are looking to make a direct impact today or plan for long-term giving, we can guide you every step of the way.
Our charitable giving service is designed to help clients maximize the impact of their donations while achieving tax efficiency. We offer a range of structured giving options tailored to your needs, including Donor-Advised Funds (DAFs), Direct Donations, Charitable Remainder Trusts (CRTs), Charitable Lead Trusts (CLTs), and Qualified Charitable Distributions (QCDs). Whether you are looking to make a direct impact today or plan for long-term giving, we can guide you every step of the way.
1Donor-Advised Funds (DAFs)
A flexible charitable account that allows you to make tax-deductible contributions today and decide which charities to support over time, helping you align your donations with your values.
2Direct Donations
Simplify your giving with direct contributions to charities, including cash, appreciated stock, or real estate, maximizing tax deductions while supporting the causes you care about.
3Charitable Remainder Trusts (CRTs)
Provides income for life while supporting a charity after the trust term ends, ideal for those seeking lifetime income and long-term impact.
4Charitable Lead Trusts (CLTs)
Allows you to direct income to a charity for a set period, with the remainder going to your heirs, offering tax-efficient wealth transfer.
5Qualified Charitable Distributions (QCDs)
A tax-efficient way for those 70½ or older to donate directly from their IRA to a charity, satisfying Required Minimum Distributions (RMDs) and reducing taxable income.
1Donor-Advised Funds (DAFs)
A flexible charitable account that allows you to make tax-deductible contributions today and decide which charities to support over time, helping you align your donations with your values.
2Direct Donations
Simplify your giving with direct contributions to charities, including cash, appreciated stock, or real estate, maximizing tax deductions while supporting the causes you care about.
3Charitable Remainder Trusts (CRTs)
Provides income for life while supporting a charity after the trust term ends, ideal for those seeking lifetime income and long-term impact.
4Charitable Lead Trusts (CLTs)
Allows you to direct income to a charity for a set period, with the remainder going to your heirs, offering tax-efficient wealth transfer.
5Qualified Charitable Distributions (QCDs)
A tax-efficient way for those 70½ or older to donate directly from their IRA to a charity, satisfying Required Minimum Distributions (RMDs) and reducing taxable income.
WE'D LOVE TO HEAR FROM YOU
For more details about our firm and the services we provide, feel free to drop us a quick email or give our office a call. We’d be delighted to connect and discuss how we can assist you
info@crescent-is.com| 469-666-7106
WE'D LOVE TO HEAR FROM YOU
For more details about our firm and the services we provide, feel free to drop us a quick email or give our office a call. We’d be delighted to connect and discuss how we can assist you
info@crescent-is.com
469-666-7106
General Investment Disclaimer
Crescent Investment Solutions LLC is a Registered Investment Advisor in Texas. The material on this site is for informational purposes only and should not be construed as an indicator of future performance, an offer to sell, or a solicitation of an offer to buy any security. We do not offer or sell securities in any jurisdiction where such actions would be unlawful under applicable securities laws. Transactions or investment advice may only be rendered after meeting state-specific licensing requirements or if exempt. For licensing status or disciplinary history of Crescent Investment Solutions or its agents, please contact your state securities law administrator.
Custodian Information
Crescent Investment Solutions LLC partners with Charles Schwab as our primary custodian to ensure your assets are securely held and managed. We work closely with Schwab to provide a seamless experience for managing your investments.
ESG Investment Disclaimer
Crescent Investment Solutions LLC offers ESG (Environmental, Social, and Governance) investment strategies that align with our clients’ values. Please note that while ESG investments aim to promote sustainable and responsible practices, they may also carry additional risks or may underperform compared to non-ESG investments. The selection of ESG investments is based on criteria that may exclude certain industries or companies, which could impact overall portfolio performance. As with all investments, there are no guarantees of future returns.
Hypothetical and Extracted Performance Disclaimer
Any references to hypothetical or extracted performance on this site are not indicative of future results. Such performance data is inherently limited and does not reflect actual trading or the impact of market factors, such as liquidity constraints. Clients should not assume that future performance will mirror hypothetical or extracted performance.