Legacy Building

    At Ceva Advisors, we understand your desire to ensure that your wealth supports your family and the causes you care about for generations to come. Building a lasting legacy goes beyond financial security—it’s about making a meaningful impact that reflects your values.​

    Planning on your legacy can be complex. Common concerns include: 

    • How to make meaningful contributions. 
    • Effectively planning your estate to ensure your wishes are fulfilled. 
    • Supporting your children’s education while maintaining wealth for other generations. 

    These challenges can be overwhelming without the right guidance.

    How can Ceva Advisors help you build a lasting legacy?

    OUR SOLUTION

    At Ceva Advisors, we offer tailored legacy building services designed to help you create a lasting impact. Through strategic tools like Donor Advised Funds (DAFs), we make it easier for you to maximize your charitable giving while benefiting from significant tax advantages.With access to eMoney, our all-in-one financial management platform, you can:

    Maximize Tax Benefits

    • Increase your tax-deductible contributions while strategically reducing the amount subject to taxes, allowing you to give more while optimizing your financial plan.

    Flexible Charitable Giving

    • Make charitable contributions now and recommend grants to your favorite causes over time, ensuring your generosity has a lasting impact without immediate financial strain.

    Eliminate Year-End Pressure

    • Avoid the stress of last-minute giving decisions by having a structured, flexible approach to charitable planning that aligns with your long-term philanthropic goals.

    Our 3-Step Legacy Planning Process

    Set Up

    We help you establish a Donor Advised Fund (DAF) to streamline your charitable contributions and maximize your tax benefits.

    Identify Causes

    Together, we identify and prioritize the causes and organizations that align with your values and long-term goals.

    Plan & Implement

    We create a strategic plan to ensure that your wealth creates a lasting charitable impact. This plan is continually adjusted to reflect your evolving priorities and family needs.

    Get Started Today!

    Additional Services for a Holistic Approach

    In addition to legacy building, we offer complementary services to secure your family’s future:

    Educational Planning

    We assist in setting up educational trusts or 529 plans to provide for your children's or grandchildren's education.

    Educational Planning

    We assist in setting up educational trusts or 529 plans to provide for your children's or grandchildren's education.

    Learn More!

    Estate Planning

    We collaborate with experienced attorneys to establish wills, trusts, and other essential documents to ensure your estate is handled according to your wishes.

    Estate Planning

    We collaborate with experienced attorneys to establish wills, trusts, and other essential documents to ensure your estate is handled according to your wishes.

    Learn More!

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    Take Control Of Your Finanical Future

    Don’t let financial uncertainty hold you back. At Ceva Advisors, we’re here to help you gain clarity, make informed decisions, and work towards a financial future that aligns with your goals.

    Contact Us Today!

    Empowering Success, Expanding Horizons

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    • (425) 900-6001
    • hello@cevaadvisors.com
    • 8201 164th Ave NE #200 Redmond, WA 98052

    © 2024 Ceva Capital, LLC d.b.a. Ceva Advisors.
    All data shown includes information from combined entities. All Rights Reserved.

    Ceva Capital, LLC dba Ceva Advisors is a registered investment adviser in the states of Washington and Ohio. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation will not be made without registration or exemption.