Charitable Planning


Do you want to do your giving while you are living, so you know where it is going?  Or are you more inclined to leave bequest upon your parting?  Creating a giving plan will help you be more intentional about saying yes to causes and concerns important to you and relieve you to say no to others.

–  What motivates you to give?

–  What is your philanthropic intent?

–  What tools fit best for your strategies?

–  Are there things holding you back from giving more that you would like to address?

–  Do you have family involvement and good communication around your decisions?

–  Have you looked at tax implications of your charitable inclinations?

Our Advisory Services Guide outlines how we can work with you on this type of planning.