CHARITABLE PLANNING

  • Tax planning using charitable remainder and charitable lead trusts to maximize tax benefits while giving to charitable causes.
  • Consulting with non-profit organizations on their endowment and planned giving programs.
  • Alternative giving strategies including using donor advised funds.
  • Matching charitable ambitions with the right organizations so that your charitable efforts match the legacy you are seeking to leave.
  • Complimentary consultation to review your existing charitable plan or begin the process of setting up your charitable legacy.