Philanthropic Planning

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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New Hampshire

18 Congress Street - Suite 209

Portsmouth, NH 03801

(603) 431-3498

Maine

One Monument Square - Suite 601

Portland, ME 04101

(207) 523-1110

Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary

Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Securities offered through Hightower Securities, LLC, Member FINRA/SIPC. brokercheck.finra.org

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