Client Centered
  • Donating to charity can be both immensely rewarding in terms of personal satisfaction and financial goals. Deciding when, how, and how much to donate requires a strategic approach to philanthropy combined with your other financial and estate goals.

  • Charitable giving is one method of reducing income and estate taxes. We possess the experience to help you bequeath complex assets in an efficient and tax-favorable manner. We help you dedicate your assets to help maximize the benefit to the charities that mean most to you. This process can provide the chosen charity with a greater impact than you originally envisioned. So when you use a strategic approach to charitable giving, every party can obtain benefits, thus increasing the charitable impact.

Client Centered
  • We can advise you on the short- and long-term consequences of donating when using outright gifts of assets or money, through your Last Will & Testament, when using life insurance, from qualified retirement accounts, and through a trust(s). We consider charitable trusts, spendthrift trusts, special needs trusts, and 529A Able accounts.*

  • Additionally, you do not have to wait until your death to create a charitable legacy; you can start impacting the lives of others at any time.  We can assist you in evaluating the costs of dedicating your efforts, time, leadership, passion, and generosity on volunteering for your favorite causes.

* Legal and insurance advice and recommendations are provided through Affiliated Companies.

If you would like to know more about how our charitable gifting strategies can benefit you and others.

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