Charitable Planning
Knowing that there is “more to life than money” is a cliché we embrace because it is through systematically giving back that those who find meaning in charitable pursuits can affect a lasting and notable impact on the world. We work with our clients to develop complimentary charitable plans that allow you to find more opportunities to be the philanthropist that you have always envisioned.
Our charitable planning services include:
- Charitable goals and objective analysis
- Charitable interest inventory
- Mission statement development
- Lifetime vs. estate giving
- Family foundations
- Charitable remainder and lead trusts
- Outright gifts to charity
- Asset gifting strategies
- Charitable game plan
