SERVICES

Philanthropy

ALIGNING FINANCIAL STRATEGIES WITH CHARITABLE GIVING

Leaving a Legacy

Your wealth provides unique opportunities to make a significant and lasting impact on the causes you are passionate about. We can help you design a philanthropic strategy that may include direct gifts or more formal structures such as charitable trusts, donor-advised funds, or private foundations.

  • Direct gifts
  • Charitable trust
  • Donor-advised fund (DAF)
  • Private foundations
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TAKING CARE OF THE COMMUNITY

Align Your Wealth & Your Purpose

Charitable giving is a positive way to align your financial and tax strategies with your family’s values and to show gratitude for the communities in which you work and live.

  • Qualified Charitable Distribution
  • Appreciated Securities
  • Non-cash Gifts
  • Training the Next Generation
  • Leaving Your Legacy
  • Bunching Gifts to Maximize Tax Deductibility

We look forward to learning about your financial goals.

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