Wealth isn’t only about what you keep—it’s about what you can do with it. Whether you're supporting education, health care, the arts, or grassroots causes, charitable giving becomes more powerful when it’s backed by a thoughtful plan.
At Judd Bisson & Associates Private Wealth Management, we help you align generosity with your bigger financial picture. That means embedding giving into your tax strategy, estate plan, and investment goals—so every donation creates lasting change, not just a short-term ripple.
Smart generosity: where strategy meets heart
Giving isn’t just about writing a cheque. It’s about creating meaningful, measurable impact. We help you give in ways that reduce tax, preserve wealth, and expand your legacy. That might mean gifting appreciated securities, setting up a donor-advised fund, or using life insurance to fund a future contribution.
Whatever the method, we ensure your charitable giving is sustainable, efficient, and aligned with everything else in your plan.
Donor-advised funds: giving, simplified
Want the flexibility of a private foundation without the admin headache? Donor-advised funds (DAFs) are one of the most efficient ways to give. You contribute now, receive an immediate tax benefit, and recommend grants to charities over time.
DAFs make generosity easy to manage, easy to adapt, and highly impactful. You stay in control—while your plan stays efficient and forward-looking.
Appreciated securities: philanthropy with a bonus
Donating publicly traded securities is one of the smartest ways to give. You avoid capital gains tax and receive a tax receipt for the full market value of the donation.
It’s a win-win: your chosen charity receives more, and your tax bill gets lighter. We help you identify the right holdings, structure the transfer, and integrate it into your overall wealth strategy.
Life insurance: multiplying your impact
High-net-worth life insurance can be a powerful giving tool. By naming a charity as a beneficiary, you extend your generosity beyond your lifetime—while potentially receiving tax credits on premiums along the way.
We help you structure the policy to support the causes you care about, reduce estate tax, and create a lasting philanthropic legacy that lives on through the lives you’ve touched.
Tax efficiency in every act of giving
Generosity shouldn’t come at the cost of financial strain. That’s why our approach to charitable giving focuses on tax-smart strategies. Sequencing withdrawals, leveraging charitable tax credits, or timing your giving alongside other events like business sales or retirements—we use every available lever to protect your finances while boosting your impact.
You don’t need to choose between giving generously and managing your wealth. With us, you do both.
Philanthropy that unites generations
Giving back is also a powerful way to bring families together. By involving your children and grandchildren in your charitable strategy, you pass down more than wealth—you pass down purpose.
We help families craft multigenerational giving plans that reflect their values, teach financial responsibility, and inspire a shared vision for making a difference. Whether it’s a family meeting, shared donor-advised fund, or charitable foundation, we turn giving into a legacy that connects and empowers
Why you need a plan
One-off donations are generous—but without structure, they rarely create lasting impact. Real philanthropy needs planning. It needs coordination. And it needs a long-term view.
We build charitable giving plans that evolve with your life and goals. That means you can adjust, scale, or refocus as your priorities shift. You’ll always know where your money is going, who it’s helping, and how it’s performing—just like the rest of your financial life.
We coordinate the pieces so you don’t have to
Working with your accountant, lawyer, and charitable organizations takes time. We handle that for you. From vetting organizations to managing the paperwork, we make the process seamless.
You focus on the "why." We take care of the "how."