Philanthropic Planning


Successful families tend to give generously to their communities and to causes they feel strongly about. If done properly, the benefits can be significant. It is good for the locale and the organization, it is good for the underlying cause and it is good for the donors. In addition to the positive feelings that come with doing good, there can be meaningful tax benefits. We work closely with our clients’ attorneys and CPAs to create appropriate charitable strategies.

  • Provide guidance when considering which charitable vehicle is most appropriate

Donor-Advised Fund

Supporting Organization

Private Foundation

  • Determine appropriate funding amounts

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