Save taxes while promoting family values
Developing a philanthropic plan helps to promote family values and social responsibility while leveraging the tax-deductible nature of charitable gifts. Our team offers guidance on the different benefits of a variety of strategies, including:
- Charitable trusts
- Outright gifts of appreciated securities
- Private/family foundations
Once the right strategy for your particular needs and goals is implemented, we can provide trustee, administrative, and investment management services for all types of charitable trusts and foundations.
Select the right assets to gift
Deciding what to give is just as important as determining how to give. We can advise on whether gifting cash, securities, real estate, art, and other valuable collections is right for your unique situation.
Meet with an advisor to explore the philanthropic strategies that are most fruitful for you and your favorite charity.