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

“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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