Charitable Planning & Philanthropy

Create opportunities to give, learn tax-free friendly tactics, and maintain your charitable values.

Develop a wonderful opportunity to apply your gifts and utilize your skills differently.

We help our clients identify the causes and charities that they are most passionate about through our Categories of Philanthropy exercise. Then we help introduce our clients to potential nonprofit partners in their field of interest.

What We Help Clients With

Many of our clients want to incorporate charitable giving and philanthropy into their financial plan but need guidance. Through our continued planning process, we determine the most efficient way for clients to do their giving. This may include distributions from retirement plans, using donor advised funds for the transfer of appreciated stock, or more sophisticated solutions through charitable gift annuities or charitable remainder trusts.