Charitable Giving

Charitable Giving

Sharing wealth and good fortune with others through charitable giving can result in tremendous satisfaction. It’s important, however, to understand the intricacies of tax laws as they relate to charitable giving to ensure our clients and the organizations they support can take full advantage of favorable tax laws.

When accomplished as part of the estate planning process, charitable giving can provide tax benefits for donors and the charities they support.

Our advisors can determine the best strategy for our clients’ philanthropic goals. We can help establish charitable trusts, funds and foundations that support these strategies and provide the right advice on tax advantages. A full assessment of the near- and long-term tax and estate planning implications also ensure our clients are aligned with their overall wealth management objectives.