Charitable Planning

Your community may consist of where you live, where you work, where you play, and even where you feel most at home. By engaging in charitable planning, you can increase your positive impact on individuals in your community and beyond.

Charitable planning enables one to truly realize that there is “more to life than money.” By systematically giving back to causes you have a passion for, you can make a lasting and notable impact.

It’s inspiring to share in our clients' charitable planning as they create a living legacy through good works of financial generosity during their lifetimes or upon their passing. Charitable planning not only benefits the individual contributing the gift, but their family, often over multiple generations.

We’ll work with you to explore numerous charitable planning options that integrate seamlessly with your financial plan, including new and tried-and-true strategies to positively affect your estate and taxes. We have found that serious charitable planning is driven by charitable intent first; the tax and leverage benefits make the giving that much more effective.