Charitable Planning

Through our work with individuals and non-profit organizations, we found there are often missing links between the non-profit fund raiser’s passion for cause and the individual’s philanthropic wish and desire for impact. Our goal is to bring non-profits and inspired donors together in common purpose to help create inspired legacy plans. A prudent plan takes care of the money, the business, and the heirs. An inspired plan takes care of all that but also takes care of the nonprofits the family loves and supports. Through an inspired plan a family can achieve not only financial security but also positive social impact.

Have you asked yourself these questions?

  • Why is it so difficult to understand the complicated terminology of charitable planning?
  • How much is enough inheritance (for children and grandchildren)?
  • How do we redirect taxes on income and wealth towards charitable giving to worthwhile causes?
  • I have a passion but I don’t know if I can make an impact or how to maximize my impact.

High Valley Financial Planning Services, can become your trusted advisor and offers the following services to individuals and families:

  • Find your life values, intent, and desire for impact. Strive to understand your “Why” to give.
  • Do research to provide data to help your decision making on “How” and “When” to give. We also draw on our knowledge of the non-profit and philanthropy field to suggest “Who” to give if you desire.
  • Propose the proper tools and techniques to carry out your legacy and philanthropy plan.
  • Run illustrations in multiple iterations until arriving at a most optimal solution.

These are some of the many tools that can be used once a Charitable Plan is developed:

Bequest, Life Estate, Gift Annuity, Donor Advised Fund, Life Insurance, Charitable Remainder Trust, Charitable Lead Trust, and Foundations.

As a Chartered Advisor in Philanthropy®, AiRung Liu is uniquely qualified to provide charitable planning advise and services. A Chartered Advisor in Philanthropy must subscribe to Model Standards of Practice for the Charitable Gift Planner adopted by the National Committee on Planned Giving (NCPG) and The American Council on Gift Annuities (ACGA). CAP® designees must also subscribe in writing to the provisions of The Donor Bill of Rights.



Registered Representative, Securities and Investment Advisory Services offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC to residents of CA and WA. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. High Valley Financial Planning Services and Cambridge Investment Research, Inc. are not affiliated. Check out my background on FINRA's BrokerCheck.