Charitable Giving Strategies

Aristotle said, “To give away money is an easy matter and in any man’s power. But to decide to whom to give it and how large and when, and for what purpose and how, is neither in every man’s power noran easy matter.”

This sentiment is especially true for many of our clients who engage in charitable giving and would like to make a positive impact with their wealth and legacy. We provide much-needed guidance on charitable and philanthropic giving strategies as part of the financial planning process with our clients.

Charitable Giving Strategies:

  • Donations-in-kind
    • Securities
    • Real Estate
    • Business
    • Appreciated Assets
  • Donor Advised Funds
  • Qualified Charitable Distributions
  • Charitable Trusts
    • Remainder Trusts
    • Lead Trusts
    • Gift Annuities
  • Private Foundations
  • Family Limited Partnerships
  • Estate Bequest
  • Life Insurance
  • Legacy Planning