charitable giving management
Covenant is intertwined in its community. We have a stake here, and we have a value system that empowers us to give back where we can help make a difference.

Charitable Giving

Our team members are active participants in a wide variety of community organizations and activities. As a result, we are uniquely positioned to advise you on the opportunities and benefits of enriching your family’s legacy through a targeted, strategic, values-based philanthropy plan.

  • Charitable strategy planning
  • Community relationship, non-profit foundation board and committee planning
  • Charitable giving structure analysis
  • Analysis of available giving entities
  • Design of tax-efficient giving strategies
  • Consultation on timing of charitable gifts
  • Integration with overall estate plan