Charitable Giving

Charitable giving is not only a tradition for many of our clients, it is a vitally important aspect of their core values. Working within the complex provisions of the Internal Revenue Code, we integrate our efforts with those of trusted tax advisors and estate planning counsel to design an effective charitable giving strategy.

Today’s sophisticated giving strategies not only provide benefits to charitable organizations, but often result in a true win-win scenario for donors and their families. From the timelessly simple option of writing a check to the ongoing multigenerational benefits of a Donor Advised Fund, we help design, implement, fund and manage a charitable giving plan that best effectuates our client’s intent. As a part of our charitable giving strategies, we aid and provide counsel regarding:

• Outright gifting strategies
• Donation of appreciated investments and assets
• Donor Advised Funds
• Charitable Remainder Trusts
• Charitable Lead Trusts
• Life Insurance Strategies
• Charitable Gift Annuities