Strategic philanthropy for lasting family impact.
William's outdated trust didn't reflect his desire to significantly increase his charitable giving. He was concerned about market volatility impacting his ability to fulfill a $500,000 pledge to his alma mater, potentially diminishing the inheritance for his children and grandchildren. Furthermore, he wanted to explore tax-efficient strategies to manage the donation.
Golden Door Asset recommended a strategy involving call options on a portion of William's well-diversified investment portfolio. Using our Call Option Calculator, we modeled different scenarios. By purchasing call options, William could control a larger block of stock than he could afford to purchase outright, potentially amplifying gains to cover his $500,000 pledge. He also sold some underperforming assets and used the Tax Equivalent Yield calculator to identify better investments.
The Call Option Calculator helped determine the optimal strike price and expiration date for the call options, while considering William's risk tolerance and investment timeline. The Agent Labor Arbitrage calculator helped to lower advisory fees.
$125,000 potential tax savings due to charitable deduction strategies and increased leverage from call options.
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