Give with purpose,
steward with wisdom
Make an impact with your wealth in a way that serves your financial plan through charitable giving strategies.
do you want your wealth to make an impact?
When it comes to generosity, many people want to give more, but they just aren’t sure where to start or how to give wisely. Our role is to help you understand the myriad ways you can be generous. That includes giving in ways that maximize impact, honor your values, and align with God’s call on your life. Whether you’re already giving faithfully or just beginning to explore generosity, we guide you through charitable giving strategies that create clarity, confidence, and long-term purpose.
smart, purposeful charitable giving strategies
Qualified Charitable Distributions (QCDs)
For individuals age 70 1/2 or older, QCDs can be one of the most tax-efficient ways to give.
A QCD allows you to:
- Give directly from your IRA to qualified charities
- Reduce your taxable income
- Satisfy part or all of your Required Minimum Distribution (RMD)
- Support ministries or charities you care about without increasing your tax burden
QCDs are often the single most effective giving strategy for retirees who want to be generous while keeping taxes low. Many of Anthem’s households discover through planning that they have more capacity for generosity than they realized.
Donor Advised Funds
(DAFs)
A donor-advised fund is a flexible tool for families who want to give strategically and tactically.
DAFs allow you to:
- Give appreciated assets (like stock) and receive an immediate tax deduction
- Grow the charitable assets tax-free
- Support ministries over time with scheduled and spontaneous grants
- Involve children and grandchildren in the family’s giving legacy
For many families, a DAF becomes a way to teach stewardship, perpetuate values, and align wealth with mission. Anthem often recommends a DAF when a household wants to plan for generosity even while navigating transitions like a business exit, retirement, or inheritance.
more than Philanthropic strategies—
a stewardship mindset
At Anthem Advisors, charitable giving is not only a financial decision, but a spiritual one. Cavett’s journey into financial advising began with a desire to push back against an industry that too often encourages building “bigger barns” instead of cultivating generosity.
As a Certified Kingdom Advisor® (CKA®), Cavett brings biblical wisdom, practical expertise, and a relational approach that helps you:
- Clarify what the money is for
- Discern your giving priorities
- Give without fear
- Align your financial plan with your faith
- Create a legacy that outlives you
Your financial plan should reflect not just where you want to go, but who you want to be.
how we help you give with confidence
Discover Your Values & Priorities
Assess Your Capacity for Generosity
Build a Strategic Giving Plan
Equip Your Family for Generational Stewardship
Discover your capacity for impact
It all starts with a conversation with our team. We’ll explore your heartbeat for giving and how we can support your charitable giving endeavors.