Charitable Giving
Advising individuals and families with charitable giving strategies as part of their estate plan.
Where We Excel
Leveraging experience and expertise to work for you
We help individuals and families incorporate charitable giving into their estate and financial plans in ways that reflect their values while maximizing the impact of their gifts. Whether supporting a favorite charity during life or through an estate plan, we develop strategies that align philanthropic goals with broader financial and tax planning objectives.
Creating Meaningful Giving Strategies
Charitable giving can take many forms, from lifetime gifts to testamentary bequests to charitable trusts. We help clients explore the options available and develop plans that support both their charitable intentions and their family’s long-term goals.
Integrating Philanthropy with Estate Planning
Effective charitable planning should complement an overall estate plan. We work with clients to coordinate charitable gifts with tax planning, wealth preservation, and family legacy objectives.
Principles of Practice Areas
Helping clients support the causes that matter most to them.
Creating lasting charitable impact for future generations.
oordinating charitable gifts alongside accountants and financial advisors with estate and tax strategies.
Designing giving plans based on each client's goals.
Helping clients maximize the effectiveness of their charitable contributions.
Frequently Asked Questions
FAQs about our Charitable Giving Practice
What are the benefits of charitable giving through an estate plan?
It allows you to support causes you care about while potentially providing tax advantages and preserving your legacy.
Can I make charitable gifts during my lifetime?
Yes. Many clients choose to make lifetime gifts in addition to including charitable provisions in their estate plans.
What is a charitable trust?
A charitable trust is a planning tool that can provide benefits to both charitable organizations and designated beneficiaries while offering potential tax advantages.
Can charitable giving reduce estate taxes?
Depending on your circumstances, charitable gifts may reduce certain tax liabilities. We work with clients and their tax advisors to evaluate available strategies.
How do I choose the right charitable giving strategy?
The best approach depends on your financial goals, family circumstances, and charitable objectives.
