Our charitable planning experts create meaningful and impactful charitable giving strategies. From advising on the rules and limitations for donating gifts of cash or appreciated securities to establishing donor-advised funds for flexible philanthropic support, we offer personalized solutions designed to meet our clients’ goals and to minimize taxes. We also provide guidance on creating private foundations for long-term charitable endeavors and designing charitable remainder trusts that provide lifetime income while directing the remaining assets to charitable organizations.
Several of our core charitable planning services include:
- Outright Gifts
- Donor-Advised Funds
- Private Foundations
- Charitable Remainder Trusts (CRTs)
- Qualified Charitable Distributions (QCDs)
- Charitable Lead Trusts (CLTs)
- Appreciated Asset Donations
- Planned Giving Strategies
Our goal is to simplify the charitable giving process, helping maximize the impact of your generosity while ensuring alignment with your financial objectives.
