Tax-Smart Charitable Strategies to Align Your Wealth With Impact
"An investment in knowledge pays the best interest"
- Benjamin Franklin
Planning for Tax-Smart Giving Strategies
Donor Advised Funds
Qualified Charitable Distributions
Charitable Lead Trusts
Charitable Remainder Trusts
Charitable Gift Annuity
Private Foundations
Learn How We Can Engage The Whole Family In Philanthropy
Let's have a conversation if you are:
A Charitable Person
Interested in tax-smart giving strategies that may help you maximize your money’s impact.
A Non-Profit Organization
Interested in educating your donors on how they may be able to tax-efficiently give more to charity.
Next Steps
Schedule a virtual meet-and-greet