Charity - Fees
We know that charitable organizations dearly need funding assistance to support their cause. Based on our experience, we also know that with education and guidance, individuals will be much more likely to give if they are shown how much can be achieved with so little and how planned giving can be achieved in conjunction with their financial plans.
At Transitions Wealth Strategies, true to our mandate of giving back, access to our expertise will never be restricted due to lack of financial resources.
We do not charge any fees for consultation and general financial guidance on all of the charitable giving strategies that exist. Without charge, we work with clients to understand their goals and present charitable giving strategic alternatives that blend with their financial lives.
We do charge modest fees once more detailed work begins on implementation. Understandably, it is only reasonable that compensation is received once this personalized service begins. For instance, modest fees will be charged to integrate a specific charitable giving strategy with your financial and/or estate plan.
As life insurance is often used a tool to implement a charitable giving plan, we will often receive compensation from the insurance company used. Any compensation received through this channel will serve to reduce the planning fees outlined above.
The key word above is "modest". Some of our charitable giving strategies produce amazing results well beyond what our clients ever anticipated. We do not want a fee to be a deterrent in any way.
