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.


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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.


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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.




We’re here to help!

We want to know your needs exactly so that we can provide the perfect solution. Let us know what you want and we’ll do our best to help.