Make Your Impact Last Beyond a Lifetime
Your legacy matters. We help you bring it to life.
- THOUGHTFUL STRATEGY
- FAMILY INVOLVEMENT
- TAX-EFFICIENT GIVING
What Will Your Legacy Be?
Have you ever paused to think about the impact you’ll leave behind? The question isn’t just about distributing assets or wealth, but about creating a meaningful, lasting influence.
Imagine reaching the end of life’s journey and knowing, not just hoping, that you’ve made a substantial difference. We’re here to guide you through that thoughtful process.
At Benchmark, we ensure your legacy goes beyond dollar signs – it reflects your values, your love, and your commitment to causes that change the world.
Behind every success story is an intentional plan. This is how we get started.
DISCOVER
DISCOVER
DEVELOP
DEVELOP
IMPLEMENT
IMPLEMENT
Your goals are the heartbeat of our approach
We believe in building an investment strategy that’s as distinct as your life story, ensuring your financial plan mirrors your personal ambitions and values.
Design a legacy that speaks volumes.
When it comes to leaving an impact that resonates, the devil is in the details. Let’s face it, anyone can write a check, but it takes a collaborative strategy to ensure your charitable efforts leave a lasting impression.
At Benchmark, we view your legacy as a masterfully designed blueprint – unique, intentional, and deeply meaningful. Together, we’ll lay down the framework that transforms your desire to give back into a well-executed plan, encompassing everything from mission statements to structuring gifts and donations.
- Mission Statements
- Charitable Plans
- Charity Selections & Evaluations
- Impact Vehicles
- Family Involvement
Create a legacy that lasts generations.
Set Your Course
We not only design and build your legacy plan but also ensure its enduring stewardship, aligning closely with your distinct aspirations and values.
Multi-Generational
We create plans that embrace your entire family, ensuring that your values and impact echo through the years to come.
Guided Giving
Navigating the charitable landscape can be complex. We simplify it for you, so you can focus on the joy of giving.
Tax Benefits
The more efficiently you give, the more you can give. We make sure each dollars makes a difference, while saving on taxes.
Don't Just Leave a Legacy. Maximize It.
Writing checks here and there makes a positive impact, but what if there is a better way? Without an integrated approach, you could be leaving dollars on the table for your family, and causes near and dear to your heart.
True stewardship encompasses not only what you give but how you give it. Collaborate with Benchmark to elevate your good intentions and leave the heavy lifting to us. You can make a bigger impact, while doing less. More than advisors, we’re stewards of your legacy, ensuring every dollar makes a meaningful difference.
