Charitable Giving

For us, charitable giving is a passion. When our clients feel the same way, we partner with them to help them give more of their time and resources where it matters to them and where it matters most. We also believe people would give more if they understood the wide variety of charitable giving options and how those options fit into a comprehensive retirement and wealth management plan.

We encourage clients to talk about their charitable giving goals and see what opportunities there are to maximize the impact and effectiveness of their charitable giving. We can partner with you to:
 

  • Discuss your short-term and long-term charitable giving goals
  • Optimize the tax-efficiencies of your charitable giving
  • Uncover additional retirement income from charitable giving
  • Incorporate charitable giving into your estate plan