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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.


related insights

The new charitable giving limit may not be as giving as first thought

TAX ALERT

The new charitable giving limit may not be as giving as first thought

The 60 percent of adjusted gross income limit for charitable gifts of cash may not be available to donors who diversify their major giving.

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