Charitable Planning Services
Give With Purpose and Impact
McCabe & Associates helps you support the causes you care about in the most tax-efficient way, coordinated with the rest of your financial plan.
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The Real Risk
Where Giving Loses Its Impact
Generosity is the easy part. Giving in a way that does the most good for the cause and the most good for your plan takes coordination most people never get.
Giving Cash by Default
Writing a check is rarely the most efficient way to give. Donating appreciated assets or giving from an IRA can do more for the cause and for your taxes.
Poor Timing
A gift made in the wrong year can miss its full tax benefit. The same dollars, timed well, can do measurably more.
Giving Without a Structure
For larger or ongoing giving, the absence of a structure like a donor advised fund means lost efficiency and lost control over your legacy.
What We Do
Charitable Planning Services
A giving strategy that maximizes impact and tax efficiency, coordinated with your full financial plan.
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Bunching Contributions
We look for tax opportunities such as bunching contributions into a single tax year to maximize your deduction while placing the funds in a donor-advised fund so you can still gift on your timetable.
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Charitable Timing
We closely track your tax plan throughout the year so that we can decide whether December or January can be more impactful for you and for the charity.
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Donor Advised Funds and Structures
We help you decide whether a donor advised fund or other trust structures (CRTs, CLTs, etc.) fits your giving, and how to use it well.
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Giving From Your IRA
We coordinate qualified charitable distributions so giving from your IRA lowers your tax bill while supporting your causes.
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Legacy and Family Giving
We help you set up successor owners of your charitable structures to ensure that your charitable legacy can live on through your spouse or your children if you pass.
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Let's Discuss Your Charitable Planning Needs
Using our virtual family office, you can meet with our advisors from the comfort of your own home while receiving the same level of service you deserve.
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The McCabe Difference
What Makes Our Firm Stand Out
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We stay up-to-date on changing tax law so that we know how to maximize your gifts while minimizing your tax.
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We coordinate your giving with your tax and estate plan by including your accountant and attorney in the conversation.
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We help find you solutions for specific priorities like anonymous gifting through Silent Donor.
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We conduct family meetings so that you can begin to pass your charitable legacy to your heirs seamlessly.
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Our firm makes our own charitable commitments on behalf of our clients each December.
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Our clients trust us to handle $1.15B in assets (as of 6/30/2026)
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Charitable Planning Resources
Articles to help you give with more impact and more tax efficiency.
Featured Resource
The Interactive Wealth Bridge
See how charitable giving connects to your tax and estate plan.
Explore the Wealth Bridge
Charitable Planning Articles
Qualified Charitable Distributions
How to give from an IRA in a way that lowers your tax bill.
Read articleReasons to Consider Anonymous Gifts
When giving anonymously is the right call, and how to do it.
Read articleThe Great Wealth Transfer
How giving fits into the larger transfer of wealth between generations.
Read articleAudience Playbooks
The 5M Family Wealth Playbook
A planning roadmap for families managing wealth in the multimillion-dollar range.
View playbookThe Great Wealth Transfer
What the coming transfer of wealth between generations means for your family.
View playbookThe Business Owner's Exit Playbook
Succession, liquidity, and transfer planning for families whose wealth is tied to a business.
View playbookQuestions
Frequently Asked Questions
What is the most tax-efficient way to give?
It depends on what you hold. Donating appreciated assets or giving directly from an IRA is often far more efficient than writing a check. We help you choose the approach that does the most for the cause and your taxes.
What is a donor advised fund, and do I need one?
A donor advised fund lets you set aside money for charity now, take the deduction, and grant it out over time. Whether it fits depends on how much and how often you give, which we work through with you.
Can I give from my IRA?
Yes. A qualified charitable distribution lets you give directly from an IRA, which can satisfy required distributions and lower your taxable income at the same time.
Does giving timing really matter?
Yes. The same gift can deliver more or less tax benefit depending on the year and how it is structured. We line up your giving with the moments it does the most good.
Can you work with me if my family lives across the country?
Yes. Through our virtual family office, we plan and meet with you wherever you are, with the same level of service as meeting in person.
Is charitable planning the only service you provide?
No. Charitable planning is one part of a coordinated plan. We also handle tax planning, estate planning, investment management, and more, so the pieces work together instead of in isolation.
Direct Services
Investment Risk Management
Identify and mitigate portfolio risk through every market cycle.
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In-depth analysis of opportunities aligned with your long-term goals.
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Continuous oversight with proactive rebalancing strategies.
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Tax-efficient strategies to fund education without disrupting your plan.
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A sustainable income strategy for the retirement you've worked toward.
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Preserve and transfer wealth across generations with purpose.
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Bring clarity and structure to your complete financial picture.
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Tax Planning
Coordinate tax-smart strategies across your full plan year-round.
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Protect your financial accounts from evolving digital threats.
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Ensure your assets and legacy transfer exactly as intended.
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Evaluate coverage gaps and optimize protection for your family.
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