Giving with Purpose & Strategy

Charitable giving is an opportunity to align your financial goals with meaningful contributions to society. Whether you're looking to establish a foundation, donate assets, or create a legacy of giving, we offer tailored strategies to optimize both impact and financial efficiency.


A bunch of different colored ribbons on a white background

Our Charitable Planning Services


  • Donor-Advised Funds (DAFs): A flexible and tax-efficient way to support multiple charities over time.

  • Charitable Trusts: We help structure trusts that provide income to you or beneficiaries while eventually benefiting a charitable cause.

  • Gifting Strategies: Maximize tax savings by donating appreciated securities, real estate, or other assets.

  • Planned Giving: Ensure your charitable contributions continue through estate plans and legacy gifts.


A person is giving a box of food to another person.

Why Plan Your Giving?

Strategic philanthropy allows you to give in a way that aligns with your financial goals while leaving a positive legacy. Our advisors will help you create a giving plan that reflects your values and maximizes tax advantages.