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The impact you make now, and in the future, depends on partnering with a team prepared to help you fulfill your higher mission. Focus Partners Institutional provides high-value solutions from a client-centered team dedicated to fiduciary excellence. Our goal is to be your trusted partner, serving all of your institutional investment needs now, and in the years ahead.

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Retirement plans are an important part of your business. Finding the right fiduciary partner is critical to your success. You've come to the right place, because our team is passionate about our work and fully focused on retirement plans so you can focus more on everything else.

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Philanthropic Planning

Align Wealth with Values and Create Lasting Impact

Strategic philanthropy is about more than writing checks—it’s about creating meaningful impact while aligning your wealth with your values. Defining who to give to, when to give, and how much to give can be complex, especially when balancing personal goals, tax considerations, and family priorities.

These decisions carry both emotional and financial weight, which is why clarity of purpose is essential. With the right conversations and planning, your generosity can leave a legacy that reflects both your values and your vision.

What Is Philanthropic Planning?

Philanthropic Planning is the process of turning generosity into a strategic, impactful approach. It ensures your charitable efforts are aligned with your values, financial goals, and family priorities—maximizing both your impact and tax efficiency.

Questions You May Be Considering About Philanthropy:

  • How can my wealth create lasting impact in the causes I care about?
  • How do I balance charitable giving with my broader financial and legacy goals?
  • Are the organizations I support truly aligned with my values?
  • Which causes and institutions are most deserving of long-term investment
  • How do I maximize the tax advantages of my giving strategy?
  • Which structures—such as donor-advised funds, foundations, or trusts—best fit my philanthropic goals?

Our Philanthropic Planning Approach

We help you transform generosity into strategy. By aligning your values with effective giving vehicles and opportunities, we make philanthropy both purposeful and financially efficient. Our advisors bring clarity to the decision-making process, offering tailored solutions that blend tax efficiency with meaningful impact. Together, we reflect on your journey, define your vision for giving, and craft a plan that provides confidence, alignment, and measurable results.

Key Philanthropic Planning Services We Offer

  1. Charitable Impact Planning to Maximize Social and Financial Benefit
  2. Donor-Advised Fund Creation for Flexible Giving
  3. Qualified Charitable Distribution (QCD) Planning to Optimize Tax Efficiency

How Focus Helps

Related Articles

See our latest thoughts and insights on Charitable Giving.

  • November 24, 2025

    Should You Prioritize Charitable Giving in 2025 or Wait Until 2026?

    Time is running out to make charitable contributions for 2025. With year-end approaching, now is the time to think about whether it makes sense to contribute in 2025 or wait until 2026. The new One Big Beautiful Bill Act (OBBA) passed in July 2025 introduces several important changes that will impact charitable deductions starting next year. These rules may influence the timing and structure of your giving.

    Read the article

  • October 13, 2025

    How to Give to Charity Under the New OBBBA Rules

    Looking ahead, starting in 2026 the new One Big Beautiful Bill Act (OBBBA) will bring important changes to the way charitable giving is treated. If supporting causes you care about is part of your financial goals, here’s what you need to know.

    Read the article

  • September 17, 2025

    The One Big Beautiful Bill Act's Impact on Charitable Planning

    Chief Planning Officer Jeffrey Levine cuts through the noise and highlights the provisions most relevant to your work—helping you anticipate how the legislation may shape fundraising conversations and charitable planning in the months and years ahead.

    Watch the video
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