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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

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