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Charitable Planning Services

With so many quality programs and avenues of giving available, planning charitable giving strategies can lead to many difficult decisions. Questions to consider:

  • What should you give away?
  • How do you choose the recipients of your donations?
  • Do you create and manage your own entity?
  • Do you want to establish a long-term strategy involving your children?

Our team works with you to address these and other complicated issues from personal, financial and tax perspectives to design a charitable giving strategy that matches your vision and circumstances.

Learn how we can help you with your charitable giving strategy and legacy planning.


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December section 7520 rate at 1.8 percent; a blip or a clarion call?

With the widely applicable section 7520 rate moving up by another 20 basis points, the trend may no longer be the estate planner’s friend.

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