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