CHARITABLE PLANNING

Tax planning using charitable remainder and charitable lead trusts to maximize tax benefits while giving to charitable causes.

Consulting with non-profit organizations on their endowment and planned giving programs.

Alternative giving strategies including using donor advised funds.

Matching charitable ambitions with the right organizations so that your charitable efforts match the legacy you are seeking to leave.

Complimentary consultation to review your existing charitable plan or begin the process of setting up your charitable legacy.