Charitable and Philanthropic Planning

Developing the right plan for charitable giving requires much more than just a sending off a donation. It is a discovery process designed to identify your philanthropic goals and sculpt your plan to reflect your values. Philanthropy is about giving with purpose. Our team wants to help you understand your options and equip you with the tools you need to be successful.

Our goal is simple: To help you find the balance and create a plan of giving that reflects those causes that are dear to your heart. We start by helping you determine your goals around philanthropy. We build from there to develop strategies to accomplish your goals, focusing on your best interest. While the tax advantages are often not the primary motivation for charitable giving, we will also work with you to maximum tax benefits.

A few examples of philanthropic planning include:

  • Developing a philanthropic strategy (short and long-term)
  • Finding ways to help new givers begin their philanthropic journey
  • Giving smarter and lowering taxes (e.g. donating appreciated assets instead of cash)
  • Assisting clients in creating a legacy through philanthropic planning (lifetime gifts and gifts at death)
  • Helping business owners transition out of a business/create a succession plan using philanthropy

Read more about the Chartered Advisory in Philanthropy® designation and why it's important to us. 

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