Advanced Planning, with More Flexibility
Leverage premium finance strategies to protect your wealth and expand your planning options without disrupting cash flow
Make a Difference—Without Compromising Your Plan
You want your wealth to do more than grow—you want it to create meaning. Charitable giving allows you to leave a legacy, express your values, and make an impact on the world around you. But when done strategically, it also helps you reduce taxes, support estate planning, and align your money with your mission.
At NPPSS, we help you design a giving strategy that supports both the causes you love and the goals you’ve set for your financial future.
We Help You Find the Right Giving Vehicles
There are many ways to give—and the right structure depends on your goals, timeline, and tax position. We’ll help you evaluate and implement options such as:
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Donor-Advised Funds (DAFs)
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Charitable Remainder Trusts (CRTs)
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Charitable Lead Trusts (CLTs)
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Gifting of appreciated stock or real estate
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Legacy bequests through life insurance or estate planning tool
We work alongside your CPA or estate attorney to ensure your giving strategy is seamless and fully integrated into your overall plan.
Make Giving Part of a Bigger Picture
You don’t have to choose between generosity and financial security. With the right planning, you can achieve both—using charitable giving as a tool to create impact today and leave a lasting legacy tomorrow.