Making charitable giving part of your financial plan enables you to support the charities and causes that are important to you. Moreover, having the right charitable giving strategy can help further your overall wealth management plan.

There are many ways to make charitable giving part of your overall financial plan, each with its own level of control and tax benefits. Some options provide immediate or future tax deductions while others can provide a continuous income stream. In any case, our goal is to help ensure tax-efficient giving so that your charity of choice receives the most benefit from your gift.

Whether you call it philanthropy, charitable giving or donating,our knowledgeable team can provide recommendations that will help you make the most of your generosity.