Financial Planning

Charitable Giving

Encouraging. To support you in supporting others.

For those who have achieved a level of security in their wealth, charitable giving is a fulfilling way to champion worthy causes. What social issues ignite your passions? What changes would you like to see in your community, in your state, in the world? What are the best ways to make these gifts? A gift in itself is a wonderful thing, but a gift done in a way that maximizes the benefits for you, your family, and the charity is even better. Whether your philanthropic vision centers around creating a donor advised fund or making an annual donation, we bring an in-depth understanding of the tax implications and, more importantly, the impact gifts will have on your financial future.

By building your gifting plan into your overall wealth management strategy, your legacy reflects your values while leaving a lasting impact on the people and causes you care about.

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