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Charitable Giving

Planning for charitable giving

Now more than ever, people are putting their money where their values are. As part of your financial plan, charitable giving can help support the causes and organizations that are important to you, while maximizing tax efficiencies and defining your legacy.

There are many ways to give back. Our experienced team will work with you and your family to help identify philanthropic goals and develop your charitable giving strategy, which could include some of these options:

Cash: Transfer directly to the charity(ies) of your choice

Stock: Donate shares of stock you own       

Other Kinds Of Property: Donate items such as clothing, computers, cars, even life insurance

Donor-Advised Fund: A charitable investment account that offers flexible and efficient ways to manage donating to charities

Private Foundation: A charitable organization funded primarily by a single donor or small group of donors

Charities In Your Estate Planning: Create a legacy of giving by including your favorite charity in your will or trust

Charitable Trusts: Transfer assets out of the estate with the goal of using them for charity

No matter if you’re just starting to craft your philanthropic vision or need help with more complex giving strategies, we have the expertise to help you make an impact.