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Charitable Giving Strategies

There are strategies to make your Charitable giving tax efficient and develop a family philanthropic plan. Tools are available that fit a variety of circumstances and our role is to know your charitable objectives and match those with strategies.

A natural complement to other Wealth Transfer strategies, a proper Charitable Giving strategy provides an elegant way to leave a legacy during your lifetime or after death. When employed properly, planned giving strategies can even increase current income to the donor while simultaneously magnifying the after-tax value received by one’s heirs.

  • Direct gifts to charities
  • Donor advised funds
  • Pooled income funds
  • Charitable lead trusts
  • Charitable remainder trusts
  • Charitable annuities
  • Supporting organizations
  • Private foundations

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