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Charitable Planning

We wholeheartedly embrace the notion that life encompasses more than just monetary pursuits. This sentiment becomes a cornerstone of our philosophy because it's only by methodically contributing to the greater good that those who seek purpose in philanthropic endeavors can leave a lasting and substantial imprint on the world. While individual acts of giving are undeniably significant, they often fall short of providing the consistent financial support and endowments that many charitable organizations rely on for their sustained existence.

Within the realm of charitable planning, there exists a multitude of financial planning and giving options that enable individuals, estates, or businesses to enact a meaningful influence on the charitable causes close to their hearts. Many of these strategies remain somewhat obscure, as they operate through channels that most people are unfamiliar with unless they have previously explored the intricacies of structured giving.

Our role involves collaborating with our clients to design complementary charitable plans seamlessly integrated with all other facets of our financial planning work together.

Our services in this area include, but are not limited to:

  • Charitable Goals and Objectives Analysis
  • Lifetime versus Estate Gifting
  • Charitable Remainder Trusts
  • Outright Gifts to Charity
  • Asset Gifting Strategies
  • Using Leverage to Enhance your Gifts