Charitable Giving

We welcome the aspirations of many of our clients to create a living legacy through good works of financial generosity during their lifetimes or upon their passing. The benefits of such structures impact not only the individual contributing the gift, but their family often over multiple generations. In turn, their estate, and tax treatment are also altered in a positive sense.

There are numerous financial planning and giving options in the area of charitable planning that allow an individual, estate or business to make a meaningful impact on the charities they support. Many of these strategies are little known, as they exist through channels that most are unfamiliar with unless they've explored this area of structured giving previously.

We work with our clients to develop complimentary charitable plans that integrate seamlessly with all other aspects of our financial planning work together.

Our services in this area include, but are not limited to:

  • Charitable Goals and Objectives Analysis
  • Lifetime versus Estate Gifting
  • Charitable Remainder Trusts
  • Outright Gifts to Charity
  • Asset Gifting Strategies