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