Charitable Planning

Charitable Planning

What cause or organization means the most to you? How do you want to support them? For those who want to use their resources as a positive force in the world, doing so in an intentional and tax-efficient way can magnify the impact that their dollars have. Charitable planning will take your giving far beyond simply writing a check.

While giving cash sometimes makes sense, we can often create a greater impact by gifting appreciated securities, making bequests, sending funds from an IRA (qualified charitable distributions), or creating donor advised funds or charitable trusts. We’ll help you evaluate all of the options and determine what makes the most sense for your situation and priorities.

Our approach to charitable planning will help you allocate the right funds at the right time and in the right manner so that you minimize your tax liability while maximizing your impact.