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.