Philanthropic Planning

Meaningful philanthropy goes beyond writing checks – it's about creating lasting impact while aligning your giving with your values and financial strategy. Our philanthropic planning services help you maximize both the personal satisfaction and tax benefits of charitable giving, whether you're supporting causes today or building a legacy for tomorrow.

We begin by exploring your philanthropic vision and understanding what causes matter most to you. This discovery process helps identify giving strategies that resonate with your values while considering your overall financial picture. We then develop a comprehensive giving plan that balances immediate impact with long-term sustainability.

Our expertise covers the full spectrum of charitable giving vehicles, from direct donations to donor-advised funds, charitable remainder trusts, and private foundations. We help you understand the benefits and considerations of each option, ensuring your chosen approach delivers maximum benefit to both your selected charities and your tax situation. We can also facilitate family giving strategies that engage multiple generations in meaningful philanthropy.

Tax efficiency is a crucial component of smart giving. We structure your charitable contributions to provide optimal tax benefits while ensuring your donations create the intended impact. This might include strategies like donating appreciated securities, timing multi-year gifts, or establishing planned giving arrangements that provide income during your lifetime while benefiting charities in the future.