Philanthropic Planning

Charitable giving strategies including donor-advised funds, charitable trusts, and planned giving to maximize impact while optimizing tax benefits.

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408 E Market St # 202 · Parking: Metered street parking and public garages nearby in downtown Charlottesville

CFP®

Certified Planners

$50M+

Charitable Assets Planned

20+ Years

Philanthropic Planning Experience

100%

Fiduciary Standard

Transform Your Charitable Giving into Lasting Legacy

Double Your Charitable Impact

Donate appreciated stock instead of cash to eliminate capital gains tax and increase giving power by 15-30% while receiving full fair market value deductions.

Turn Investments into Lifetime Income

Convert highly appreciated, low-yielding assets into diversified income streams through charitable remainder trusts while supporting causes you care about and receiving immediate tax deductions.

Build a Multi-Generational Legacy

Create donor-advised funds or family foundations that involve children and grandchildren in philanthropy, passing down values along with wealth for generations.

Reduce Estate Taxes by Millions

Strategically structure charitable gifts to remove assets from taxable estates, potentially saving 40% in federal estate taxes for high-net-worth families while maximizing total benefit to heirs and charity.

Simplify and Amplify Your Giving

Consolidate charitable contributions into a single donor-advised fund that provides immediate tax deduction, tax-free growth, and flexible grant-making over time without administrative burden.

Maximize Every Tax Advantage

Our CFP® professionals identify optimal timing, asset selection, and vehicle structures to extract every available tax benefit while ensuring your giving aligns with personal values and financial goals.

Jason Statuta

Managing Director, Wealth Advisor

Jason Statuta is the Managing Director and Wealth Advisor at Petrichor Wealth Management, a fee-only fiduciary advisory firm he founded in Charlottesville, Virginia. Jason specializes in comprehensive financial planning for individuals and families navigating complex life transitions, including retirement, education funding, tax strategy, and estate coordination. His approach emphasizes transparency, long-term relationships, and objective advice free from commissions or conflicts of interest.

What People Are Saying

★ ★ ★ ★ ★

“Petrichor showed us how to donate appreciated stock from my company instead of cash—we increased our charitable giving by 35% with the same out-of-pocket cost. The donor-advised fund they set up makes it easy to support multiple causes, and our kids are now involved in recommending grants. The tax savings alone paid for years of their advisory fees.”

— Michael R.

★ ★ ★ ★ ★

“After selling our business, we wanted to create a lasting charitable legacy but didn't know where to start. Petrichor designed a charitable remainder trust that pays us $85,000 annually, eliminated over $400,000 in capital gains tax, and will ultimately fund scholarships at our alma mater. They coordinated everything with our attorney and CPA—the process was surprisingly smooth for something so complex.”

— Jennifer L.

★ ★ ★ ★ ★

“We'd been writing $25,000 in charitable checks annually for years. Petrichor's philanthropic planning consolidated this into a donor-advised fund, showed us how bunching three years of contributions saved $18,000 in taxes, and helped us create a family giving mission that involves our adult children in quarterly grant decisions. It transformed charitable giving from transactional to truly meaningful.”

— David and Susan T.