Philanthropic Guidance

We create life-changing results you can pass along.

Whether you are an individual guided by charitable values or a nonprofit organization with a defined mission, Empirical provides customized philanthropic and investment guidance. For individuals, this includes strategic giving and charitable planning. For nonprofits, we offer support with investment policy development, portfolio strategy, and cash flow planning, so your capital can more effectively serve your purpose.

WHAT

We integrate your best intentions into our best approaches.

Nonprofit organizations play a special role in the world, as do the people who support them. Empirical’s holistic approach to wealth management makes it possible for you to give larger gifts by minimizing taxes and other expenses.

  • Support the causes you care about through structured giving strategies. Empirical helps you plan for both major contributions and recurring donations.
  • Maximize the value of your gifts by reducing taxes with tax planning advice around philanthropic activities.
  • Empirical works to identify real needs at trusted organizations and highlight meaningful opportunities for philanthropic investors.
  • The firm also manages portfolios for nonprofits and counsels them on investment policies, strategies, and cash flow requirements to support their mission.
HOW

We create giving strategies that maximize your effectiveness.

Empirical Wealth Management applauds those who use their means to do good in the world. Even more importantly, we support them with sophisticated strategies that can maximize how much they can give.

Our approach

Donating appreciated investments you have held for more than a year not only benefits the recipient but also reduces your taxes. Keep the savings yourself or donate even more. The choice is yours.

Create gifts that continue beyond your lifetime by incorporating them into your estate plan and trust structure. Empirical helps design recurring giving strategies that align with your legacy goals.

The timing of a gift can influence its value and impact. Empirical provides guidance on when to give, how much to give, and how to align the timing with broader financial objectives.

WHY

Your support matters so we help you make the most of it.

Nonprofits accomplish extraordinary work with limited resources, but greater funding increases their reach. Empirical helps you extend your influence as far as you wish to drive meaningful change.

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Charitable giving can help you save on taxes, either to benefit you or the causes you care about.

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Your gifts can make a lasting impact on the lives of people nearby, or on the other side of the world. Empirical can help make them happen.

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Goal-based returns help you achieve a meaningful part of your legacy while still providing for your family now and in the future.

Jared Drechsler

Senior Tax Manager

Working with clients to achieve their philanthropic objectives is a rewarding aspect of my role. These discussions and planning often go beyond numbers and tax deductions; they allow us to explore our clients’ values and the legacy they wish to leave. Guiding clients through charitable planning not only helps fulfill their desire to give back but also strengthens our relationship and fosters a sense of shared purpose. As their tax advisor, it is fulfilling to play a part in helping clients make a meaningful difference in their communities.
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Work with us

Philanthropy can make all the difference for high-net-worth families.
Let’s do it together.

If you have read enough and are ready to get to work, we are too. If you still want to learn a little more, check out Our Approach for more details.

Work with us Our approach