Philanthropic planning
Philanthropic Planning
Giving planned as stewardship, aligned with your tax and estate goals through the CPAs and attorneys on the team.
Giving as stewardship, not an afterthought
For many families Bruno E. Pouliot serves, giving is already part of life: a church, a school, a neighbor in need. What is usually missing is a plan that treats it as part of the whole picture and not as whatever is left at year end. The practice's own words are Faith. Integrity. Financial Wisdom., and Bruno builds giving plans in that spirit.
Bruno holds the Certified Kingdom Advisor® designation, which means completing the coursework and examination for applying biblical wisdom in counsel. He is a CRPC™ as well. Whatever your tradition, the conversation stays respectful and confidential, by phone or Zoom, with no pressure to buy anything.
Raised garden beds of young vegetables at sunrise with a galvanised watering can
Coordinating gifts with tax and estate goals
Bruno's Tax & Estate Objectives in Retirement module is where giving meets the rest of your plan. Strategies may include gifting and beneficiary planning, and each one is coordinated with the CPAs and attorneys on his team so the gift does what you meant it to do.
We Don't Offer Legal Advice, Nor Tax Advice! That is stated plainly at Lion Of Judah Financial because it protects you. Bruno educates, organizes the questions and sets the order of the work, and the credentialed advisors he brings in answer the legal and tax parts.
A giving plan the family understands
A good giving plan is one your spouse and your children can read. Bruno's Generational Wealth Transfers module aims for clarity in passing assets on with intention and simplicity, reviewing titling, beneficiary designations and legacy goals with coordinated professional input.
If charity is part of that legacy, the family should know what you decided and why, before anyone has to guess. Call (423) 326-5299, or begin with the Free Financial Health Review, and Bruno will help you put it in writing with the right people at the table.
Bruno E. Pouliot earned his Certified Kingdom Advisor® designation in 2005 and, by his own account, was its first graduate. Lion Of Judah Financial, Chattanooga: call (423) 326-5299.
Giving plans sit close to Estate Planning and Generational Succession Planning. To hear more about the faith and the credentials behind the practice, read about Bruno.