Tactial Analysis

In the fourth phase of the Philanthropic Optimization Process®, Ensemble presents a customized Tactical Plan that will optimize your asset base to maximize your giving ability, your wealth accumulation, or a mix of the two.

The plan will include specific recommendations about how to structure your giving and whether a particular type of philanthropic vehicle — such as a trust or a foundation — may be right for you. The plan will comprehensively address all aspects of your philanthropic and financial situation. The plan will examine the cost effectiveness, tax efficiency, ease of use and philanthropic impact of each recommendation.

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