Optimized Charitable Giving


"The unselfish effort to bring cheer to others will be the beginning of a happier life for ourselves." - Helen Keller

Philanthropy can be a tremendous gift by donors in and of itself. However, an optimized charitable giving strategy can also be a huge benefit to you and your future heirs. 

An optimized charitable giving strategy can be designed to direct funds otherwise payable to the IRS, to a charity of your choice.  By implementing a strategically designed plan during your lifetime, you can enjoy current tax benefits while potentially passing on more assets to your heirs.  A true win-win proposition.

We can also help you build philanthropy with the potential to outlast your lifetime: By leveraging, for instance, a donor-advised fund (DAF) or a family foundation, your donations can be used to establish an ongoing charitable gift that persists years after your passing.

Ready to both give and receive?