Wealth isn’t the finish line. It’s a tool. A vehicle for change. I’m Conor Amyot, and I help clients use their financial success to support the causes, communities, and ideas they believe in. Whether you’re funding education, advancing research, or giving back to your hometown, your wealth should reflect your values.
Charitable giving doesn’t have to be complex. But it does need to be thoughtful. I help families give in ways that are meaningful, tax-efficient, and aligned with your overall financial plan.
Giving with intention—and impact
I believe charitable giving should reflect not only your financial goals but your personal values. Whether you’re giving in memory of someone you love or creating a long-term legacy with your family, I take the time to understand what generosity means to you. From donor-advised funds to tax-efficient gifts of securities, I build strategies that work—but more importantly, I make sure they feel right. I stay closely involved, so your giving can grow and evolve over time, just like the rest of your plan.
Too often, giving is reactive. A fundraiser, a request, a donation made in the moment. While generous, these one-time gifts may not reflect the full potential of your wealth—or the legacy you want to leave.
My approach is different. I help you build a charitable giving plan that creates sustained impact. One that integrates with your tax strategy, supports your retirement income, and even brings your family closer together.
Donor-advised funds: simplicity meets strategy
For many clients, donor-advised funds offer the best of both worlds—flexibility and control. With a DAF, you can make a large gift today (and receive an immediate tax benefit), then distribute funds to your chosen charities over time.
This structure allows for thoughtful giving without administrative headaches. It’s a powerful tool for those who want to build a legacy of generosity, without needing to create a private foundation.
Appreciated securities: tax-smart generosity
Donating publicly traded securities is one of the most effective ways to give. You avoid capital gains tax and receive a tax receipt for the full market value. That means more support for the charity—and less tax for you.
I coordinate these donations so they fit within your larger financial picture. Whether it’s offsetting a large income year or pairing donations with a sale or bonus, we make sure your giving is smart, smooth, and impactful.
Life insurance: leave a legacy that lasts
Charitable giving doesn’t stop with your lifetime. By naming a charity as a life insurance beneficiary—or transferring ownership during your lifetime—you can create a gift that continues to make a difference long after you’re gone.
Premium payments may also qualify for tax credits, helping reduce your annual tax bill while building a future gift of significant value. For high-net-worth individuals looking to amplify their impact, high-net-worth life insurance can be an especially efficient option.
Tax efficiency through timing and structure
Charitable giving is most powerful when it works with your financial goals—not against them. That’s why I look at your entire financial picture before making a recommendation.
We’ll consider:
- When to give (this year vs. next)
- What to give (cash, securities, insurance)
- How much to give (to reduce tax without compromising lifestyle)
- Where to give (DAF, charity, or foundation)
By aligning your giving with retirement withdrawals, income planning, or even business transitions, we can unlock major tax savings while keeping your long-term plan intact.
The importance of a plan
A one-time donation is generous. A structured giving strategy is transformational. I help clients move from reactive giving to proactive philanthropy—building plans that adapt over time and reflect the full depth of their vision.
A strong plan allows you to:
- Measure your impact
- Adjust to changing causes or circumstances
- Involve future generations
- Build consistency in your financial plan
Whether you’re at the start of your giving journey or ready to take things further, I’ll help you design a roadmap with clarity and purpose.
We handle the details, so you can focus on the ‘why’
You have enough on your plate. I coordinate with your accountant, lawyer, and other professionals to ensure everything is done right—from tax reporting to legal structure. You focus on the reason behind your gift. I’ll manage the rest.