Call David Ortiz!

Financial Advisor and Chef


1801 N.E. 123rd Street, Suite 314,
North Miami, Florida, 33181
One Alhambra Plaza - Penthouse Coral Gables, Fl 33134

Charitable Planning

What if you could have more money for yourself and your family by giving money away to charity? It sounds counter intuitive, but we believe this to be true and this is the driving principle of our charitable planning process.

Since the tax law change of 2010, the landscape of philanthropy has changed and has made charitable planning a vital aspect of overall financial planning. No longer are these techniques reserved for the super-rich. Many people who would like to give, have never realized they had the capacity to give without negatively impacting their retirement or the legacy for their heirs.

With the GIVE-Strategy, Charitable Planning has become a vital part of retirement distribution planning. Not only can we favor the causes that are near and dear to us, we can also positively affect our retirement income.

 At the Financial Chef, we help clients put together charitable giving plans that are coordinated with their financial plan. We work with many different charitable planning tools as listed below. Come join us for a meal and let's discuss how our charitable planning might  be in line with your philanthropic vision.


Charitable Planning Tools:

  • Charitable Remainder Trust
  • Charitable Lead Trust
  • Spigot Trust
  • Charitable Pooled Income Trust
  • Charitable Gift Annuity
  • Donor Advised Funds