Philanthropy & Charitable Giving

While the primary goal in making a charitable gift is to support a worthy cause, there are also tax & financial planning benefits for the donor that should be considered. Charitable giving services offered include:

  • Direct donation & appreciated securities
     
  • Qualified Charitable Distributions (QCDs) 

  • Bunching strategies
     
  • Donor Advised Funds & Family Foundations
     
  • Charitable Trusts

Insights & Education

BAIRD HIGHLIGHTS