Leverage your wealth and create a lasting legacy through charitable giving. Our team provides quality advice to maximize the impact of your donation, while optimizing personal tax benefits. We work with you to develop a charitable plan tailored to the causes that are most important to you. Make the most of your generosity by integrating your values with your tax and estate planning.
- Legacy Planning
- Donor Advised Fund Creation and Management
- Private Foundations
- Donations in Kind
- Tax Benefit Optimization – Gifts & Donations