Charitable Gifting

What it is

For many of our clients, leaving a meaningful legacy includes supporting organizations with financial gifts. But it’s surprisingly easy to “do good” the wrong way. Tax and estate issues can reduce the joy and positive effects of even the most generous endowments. We make the giving process enjoyable, satisfying and financially sensible while helping you ensure your beneficiaries can take full advantage of your generous gifts.

How it works

It’s all about laying the groundwork with a sound legacy strategy. Once we learn your giving goals, we discuss the appropriate approaches and options with you and your professional team. Then together we will:

  • Formulate a legacy plan
  • Identify any appreciated assets that can be used to offset tax and estate issues
  • Develop a legacy strategy with your team
  • Coordinate and refine the steps to implement the strategy
  • Follow up and check for completion