Charitable Gift Planning

What will your legacy be?  Your planned gift can help you achieve your charitable goals and objectives using strategies and techniques that maximize the tax advantages afforded to charitable gifts, while at the same time maximizing the wealth available to pass to your non-charitable beneficiaries. Whatever your goals are, we can help create the ideal charitable gift plan to meet the needs of you and your family. Our charitable gift planning services include:

  • Legacy planning
  • Lifetime gift design & planning
  • Private Foundation design & operation
  • Charitable Lead Trusts
  • Charitable Remainder Trusts