OPTIMIZING WHAT YOU WANT TO ACCOMPLISH
From charities you would like to support to setting up a scholarship fund, there are many options to achieving your philanthropic goals. To make sure we support you in your chosen efforts, we outline any pros and cons to the giving avenues available, finding what's right for you and your family.
REVIEWING FINANCIAL AND TAX IMPLICATIONS
Whether it's cash, physical items, or stock, we will navigate through the options to help you find the best way to maximize your giving and review any tax implications or benefits.
THE TIMING OF YOUR GIFTS
If you are giving monthly, annually, or planning for a large gift in the future, we help find optimal strategies to help you achieve the desired outcome, making sure your legacy is aligned with your wishes.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?