A carefully constructed, tax-efficient giving plan can enhance the benefits to you, your family, and the causes you care about.  

Explore timing scenarios

We’ll explore timing strategies to ensure you are giving in the most effective way.  For example, giving during your lifetime may help you maximize tax benefits today while already making an impact for others.

Consider how and what to give

We’ll help you determine what works best for you to support your chosen charities. This may include setting up a donor advised fund, making a bequest in your will, a beneficiary designation, or donating an insurance policy. You may also enhance tax savings by donating publicly traded securities “in kind.”

Strengthen family relationships

We can help you incorporate family members in your charitable giving discussions.  This will ensure everyone understands how your wishes will factor into your overall estate plan, while also helping reinforce communication and philanthropic values across generations.