CHARITABLE GIFT PLANNING

Many of our clients have a strong commitment to philanthropy. Our role is to help them create customized charitable giving solutions that maximize available tax benefits and provide the personal satisfaction that comes with giving.

We identify the most appropriate strategies, including donor advised funds, private/family foundations, direct cash/stock gifts and charitable trusts. We help clients to select the most appropriate assets (common stock, other highly appreciated assets or even stock options) to fulfill their charitable goals in the most tax-sensitive manner possible.