Charitable Giving

Nowadays, supporting your favorite charities can be as easy as sending a text. But supporting your favorite charities thoughtfully, in a way that maximizes your gift’s impact, takes advantage of tax benefits and complements your broader wealth management plans? That takes a deep understanding, both of current tax regulations and your vision for your future.

The best charitable gifts do the most good for the most people, including yourself and your family. We can make sure you’re benefitting from the most current giving strategies and guidance to help you:
  • Give to the causes that mean the most to you
  • Maximize any tax benefits from your gift
  • Donate non-cash assets, including stock or real estate
  • Set up trusts, foundations and more
  • Create a legacy through planned giving

Insights & Education:
  • Video: How to Maximize the Impact of Your Charitable Giving