Philanthropy
Be Fulfilled
No matter what your philanthropic goals, we offer strategic gift planning advice that ensures you maximize your charitable contributions and have a maximum impact. Whether you support the arts, conserve natural resources, advance medical research, or help the world’s underprivileged children, our team has the resources and partnerships to help you make the right decisions and contribute to the causes that are most meaningful to you.
Leave A Lasting Impact
As with all other aspects of the financial wealth planning process, we take a customized approach that is tailored to your specific situation. By assessing your entire wealth plan, we can ensure that your charitable donations and philanthropic wishes are well-integrated into your financial picture.
- Review and incorporate philanthropic giving into your overall wealth plan
- Donor-advised funds platform to simplify how you make charitable donations
- Maximize your charitable contributions by reducing your taxes
- Optimizing investment dividends as charitable donations and contributions
- Assist in using stocks and mutual funds to eliminate capital gains tax
Connecting Your Wealth To Your Values
In addition to supporting you with your philanthropic goals, we can also offer a formalized program to help connect your wealth to your values, families, communities, and more. Through donor-advised funds (DAF), we can work with you to invest in charitable-giving vehicles tailored to reflect your goals and values. Managed by a registered charitable public foundation, you gain the same benefits as a private foundation, but at a substantially lower cost, and with none of the administrative burdens.
Contact us today to discuss how we can help you achieve your financial goals
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