Charitable Planning

Making Giving Part of Your Financial Strategy

Charitable planning helps clients support the causes and organizations that matter to them while considering how giving fits within their broader financial life. For many families, philanthropy is connected to tax planning, estate planning, investment strategy and long-term legacy goals.

At Johanson & Yau, charitable planning is integrated into the financial planning process. Our advisors help clients evaluate giving strategies in the context of income, appreciated assets, tax considerations and family priorities.

For professionals, families and business owners across Silicon Valley, charitable planning may become especially important during high-income years, liquidity events, business transitions or periods when concentrated stock creates opportunities for tax-aware giving.

Charitable Planning Explained

This short video explains how charitable planning can help align giving goals with tax strategy, investment decisions and long-term financial planning.

Charitable Planning Priorities

Giving Strategy

A charitable giving strategy helps clients define how much they want to give, which causes they want to support and how philanthropy fits within their long-term financial plan.

Appreciated Securities

Gifting appreciated securities may allow clients to support charitable organizations while addressing capital gains exposure. This strategy can be especially relevant for clients with concentrated stock, equity compensation or long-held investment positions.

Donor-Advised Funds

A donor-advised fund can provide flexibility for clients who want to make a charitable contribution in one year and recommend grants to charities over time. This may be useful during high-income years or after a liquidity event.

Charitable Trusts

Charitable trusts may play a role in more advanced planning for clients who want to support charitable goals while addressing income, tax or estate planning considerations.

Tax Planning for Charitable Giving

Charitable giving can influence income taxes, capital gains planning and estate planning. Because Johanson & Yau works alongside an established CPA firm, tax considerations can be part of the giving conversation before decisions are made.

Family and Legacy Giving

Charitable planning can also help families involve the next generation in philanthropy. These conversations may support shared values, family decision-making and long-term legacy planning.

Why Clients Choose Johanson & Yau

Charitable planning is most effective when giving decisions are evaluated before assets are sold, income is recognized or estate plans are finalized. Johanson & Yau helps clients consider how philanthropy may fit into their investment strategy, tax picture, family priorities and long-term legacy goals.

For clients with appreciated securities, equity compensation, concentrated stock or business interests, the timing and structure of charitable gifts can matter. Our planning approach helps clients evaluate giving strategies in a way that reflects both their financial goals and the causes they want to support.

Our Approach

Our commitment to tax-intelligent investment planning, supported by a collaborative, team-based approach, helps us build lasting trust and create long-term client partnerships.

Discover Our Process

About Us

From CPAs to CFP^® professionals, our team brings warmth, insight, and decades of experience to every relationship.

Learn About the Firm

Contact Us

Contact us today to learn how our tax-intelligent investment strategies and team-driven can help you pursue your financial future with confidence.

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Align Your Giving With Your Financial Goals

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