Charitable Giving

Turn Your Values into a Lasting Impact

What is Charitable Giving?

Various solutions allow individuals and families to structure their lifetime giving and designate their gifts at death in a way that maximizes the benefit to their families and the causes that are important to them. Many of our clients have come to see family philanthropy as a way to instill values in the lives of a younger generation of family members.

Tools Used for Charitable Planning

  • Charitable Remainder Trusts
  • Charitable Lead Trusts
  • Lifetime and Testamentary Charitable Gifting Strategies
  • Non-Profit Corporations
  • Family Foundations and Supporting Organizations
  • Donor Advised Fund