How Charitable Planning Services Assist Individuals

A financial advisor who also served in diverse leadership roles at all levels of companies’ organizations, Rich Kruithoff began serving as the president of Charitable Planning Services, a Los Vegas firm, in 2016. To maximize individuals’ charitable giving and its impact, Rich Kruithoff creates customized plans to turn clients’ philanthropic desires into actionable steps.

Charitable Planning Services collaborates with a client’s preexisting certified public accountant (CPA) to gather information needed to create its plan. After examining the client’s current tax situation, the firm demonstrates the positive effect charitable giving will have by reducing taxes paid and maximizing the client’s income. Charitable Planning Services will also ensure its plan aligns with the client’s current financial goals.

Potential clients can receive further information via email or over the phone. After their scheduled appointment, they will receive an online account to access their documents anytime if they decide to partner with Charitable Planning Services.