Investment Management

Philanthropic Planning

Maximizing the impact of your philanthropic mission

Philanthropic planning is often lumped in with income tax and estate planning due to its tax advantages. While we believe in maximizing tax benefits, we recognize what’s truly important to our clients is impacting the people and causes they care about.

Charting a sustainable gifting pattern that balances charitable

goals and lifestyle needs

Optimizing gifting

assets and entities for flexibile timing and maximum value

Making philanthropy a family affair to pass down generations

Gifting highly

appreciated assets to benefit charities and reduce concentration risk

A girl's hands holding quarters, pennies, and other coins with a slip of paper that says make a change. The girl is wearing a blue shirt and jeans with white painted fingernails

Facilitating Your Desired Gifting Strategy

Donor Advised Funds (DAFs)

PRIVATE FOUNDATIONS

QUALIFIED CHARITABLE DISTRIBUTIONs (QCDs)

CHARITABLE TRUSTS

TESTAMENTARY GIFTING

BUILD A GIFTING STRATEGY