Philanthropy
Your Gift.
Makes an Impact Now
We can help client make a meaningful impact with purposeful giving.
Philanthropic Planning
Philanthropic planning examples.
- Charitable trust and foundation structuring
- Donor-advised funds (DAFs) guidance
- Strategic grant-making and impact assessment
- Tax-efficient giving strategies
- Multi-generational philanthropy planning
Lasting Legacy
We can help you create a legacy of giving that aligns with your vision and makes a lasting difference in the causes you care about most.
*Some services are provided by third-parties and may have fees associated with the services provided.
Retained Life Estates
Property is transferred from a donor to a charity after the donor passes.
Charitable Remainder Trusts
Donors place funds in an irrevocable trust and receive an income stream.
Retirement Plans and Life Insurance
Unused retirement assets are given to a charity or the charity can be named as beneficiary of a life insurance policy.
Bequests
Gifts are set aside to charity as part of a donor’s will or trust.