Charitable Planning

Charitable Planning

Charitable giving is a very personal choice. There are many reasons to give, and many worthwhile organizations deserving of your assistance.

We work with you to develop a charitable giving plan that not only supports the organizations and causes that matter to you most but also maximizes the tax benefits you can receive from your gifts.

We identify strategies to make your dollars go further, such as the donation of appreciated securities that you have held for more than a year. From providing advice regarding donor-advised funds to charitable trusts, we help you to maximize the benefit, as well as the impact, of your charitable giving.