Charitable Giving Planning

We admire the aspirations of many of our clients to create a living legacy through good works of financial generosity during their lifetimes or upon their passing. The benefits impact not only the individual contributing the gift, but their family, often over multiple generations. In turn, their estate and tax treatment are also positively impacted. There are numerous financial planning and giving options in the area of charitable planning that allow an individual, estate or business to make a meaningful impact on the charities they support. We can refer you to a qualified professional to help decide if integrating charitable giving into your estate and financial planning is a good option for you.