Philanthropic giving is often a deeply personal expression of your values and a meaningful component of your overall wealth management strategy. Our holistic approach to charitable planning ensures that your philanthropic goals are seamlessly integrated with your financial objectives, allowing you to maximize both your charitable impact and your tax benefits.
When we sit across the table from you to learn about you, your family, your vision, and goals, we take time to understand the causes that matter most to you and how charitable giving fits into your broader life plan. Our goal is for your portfolio to mirror your values and prioritize what matters to you most, and this philosophy extends naturally to your philanthropic endeavors.
Our Principals meticulously craft customized philanthropic strategies tailored to your specific charitable objectives and financial circumstances. Rather than applying one-size-fits-all approaches, we analyze your tax situation, timing preferences, and giving goals to recommend the most effective charitable vehicles, whether that includes donor-advised funds, charitable remainder trusts, private foundations, or direct giving strategies.
We focus on building carefully designed giving strategies that complement your overall portfolio while maximizing tax efficiency. Our expertise with individual stocks and bonds allows us to recommend strategic approaches for donating appreciated assets, helping you avoid capital gains taxes while supporting your favorite causes. We coordinate the timing of charitable contributions with your overall tax planning to optimize deductions and minimize your tax burden.
We work closely with your tax professionals and estate planning attorneys to integrate philanthropic giving strategies seamlessly with your overall financial plan. We consider how charitable giving fits into your estate planning objectives and can help structure giving that benefits multiple generations of your family.
Our ongoing relationship means we continuously monitor your philanthropic giving alongside your investment portfolio, helping you adjust strategies as your charitable interests evolve and as tax laws change.
