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Charitable Giving

"Think of giving not only as a duty but as a privilege." – John Rockefeller

We work closely with clients to help them develop a philanthropic plan best suited to their goals.

Many of our clients have accumulated tremendous wealth over their lifetimes and are in the fortunate position to give back. We work closely with our clients to help them develop a philanthropic plan that is best suited to their goals.

The right charitable giving vehicle is very specific and unique to each client. We help you think through your goals while evaluating options such as private foundations, donor advised funds, charitable trusts and charitable gift annuities. We are here to help craft the best solution while considering the most tax advantaged approach.