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Philanthropy

Client Centered

Accumulating wealth affords generosity. At Bailey Wealth Advisors, we believe that - when developed as part of a strategic plan - charitable giving can be meaningful to you, your family and your community. We call it allocating your “social capital.”

Your charitable planning can take many forms, including outright, split interest gifts, testamentary bequests or life insurance death benefit. Each can multiply the impact of your donation many times over. We help you to leverage your gift and ensure that your own personal contribution impacts your charity directly in a way greater than you thought possible.

Our advisors can counsel you on how your contribution has the potential to be managed, distributed and leveraged for further benefit.

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