With more than 40 years of experience, we understand how to set up an appropriate charitable giving vehicle. Our team has expertise in the following:

  • Family foundations
  • Direct gifts
  • Charitable remainder trusts
  • Donor advised funds
  • Charitable foundations
  • Community foundations

We sit down with clients to discuss their objectives and analyze available resources. Then we formulate a plan that considers appropriate assets, timing, tax optimization, and available tools. A well-designed charitable giving plan allows families the opportunity to express their values and charitable mission. It also acts as an effective tax management vehicle.

We’ll help you decide whether a direct gift of cash or stocks to a favorite charity is a wise decision, or whether both you and the charity would derive more benefit from a donation through a foundation or fund.

Take time now to develop a comprehensive charitable giving plan and protect your assets and your legacy.