Giving & Legacy Planning

Build a legacy that lasts beyond a lifetime.

At Pivot, we help professionals and business owners create strategic giving plans and legacy wealth strategies that maximize impact while minimizing tax burdens. Whether you're looking to support causes you care about, transfer wealth efficiently, or build a lasting financial legacy, we ensure every dollar is used with purpose.

How we help with giving & legacy planning:

• Tax-Efficient Charitable Giving
  Leverage donor-advised funds, charitable trusts, and strategic gifting to support your church and the organizations you care about—while maximizing tax benefits.

• Aligning Wealth with Faith & Purpose
  Giving isn’t just about tax deductions—it’s about creating a financial legacy that reflects your beliefs and values. We help you structure your wealth so it serves both your family and your mission.

• Legacy & Estate Planning
  Ensure your wealth is structured for multi-generational impact through trusts, beneficiary designations, and estate strategies.