What we do / Charitable Giving

For many, charitable giving is an important part of life. Choosing where you spend your money and which organizations are the recipients of your philanthropy can be a sign of your values, beliefs, and intentions for the world, but it also has an impact on your financial planning.

What’s next…

Our team can help align your charitable and financial goals and serve to strengthen the impact of your philanthropy. By bringing your charitable giving into your holistic financial planning, you’ll be able to make each more powerful and meaningful for your family.


Here are a few of the ways we’ll hope to increase the impact of your charitable giving:
  • Aligning investments with your personal charitable gifts
  • Increased tax benefits
  • Match charitable giving with legacy planning
  • Best way to maximize your benefits while making charitable contributions
  • Creating trusts or funds for charitable giving
Talking to Family About Charitable Giving

Talking to Family About Charitable Giving

Giving back is done best when there are clear and strong motivating factors behind your actions. As a family, you’ll likely all have different interests and sources of inspiration when it comes to charity, and facilitating an open and honest discussion will help you all get on the same page as you move forward.

What to Know About Charitable Giving

What to Know About Charitable Giving

Charitable giving is the act of sharing resources, goods, or money to people or causes in need. For many, charitable giving can be both a way to support causes and organizations that matter to you and a means to lowering your overall tax burden. If you’re new to...

“Happiness is not in the mere possession of money; it lies in the joy of achievement, in the thrill of creative effort.”

–Franklin D. Roosevelt

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