Our role as your advisor is to help you structure your charitable giving to be as effective and efficient as possible. We’ll work with you to understand your charitable giving goals and develop a customized plan that takes both tax-efficiency and control into account, so that your giving is well-managed during your life and well-facilitated through transfers at death. We can:

  • Provide education and guidance on charitable giving alternatives
  • Set up and administer Donor Advised Funds
  • Manage Qualified Charitable Distributions (QCDs)
  • Discuss annual gifting programs and allowances
  • Incorporate tax-efficiency and control into your charitable giving plan