For many, charitable planning is an integral part of their financial plan and legacy. We work together to understand your philanthropic goals then analyze your options and the resulting benefits, including an analysis of the assets available for gifting and the most tax-efficient manner in which to give.
- Analyze philanthropic objectives and review funding options (Donor Advised Fund, Private Foundation, Charitable Trusts, etc.)
- Review of all assets to determine optimal funding vehicles
- Management of charitable fund investments
- Foundation trustee education, administration and training
