Yes! In today’s tax environment, we know that charitable giving can be an especially important part of your estate, tax, and financial planning. There are several ways you can give, each with its pros and cons. Motives and methods may vary, but the key is to have a clear plan. We want to help you maximize your giving.

Yes! Our team wholeheartedly believes that charitable giving in retirement is possible with the right plan—and with a team of advisors to help you achieve your goals. Depending on the type of your estate, the amount you want to give, and how you want to gift, there are many ways to give smart from the heart. It all starts with a plan to help ensure you are giving an amount you can afford without causing possible financial stress.

The amount you can give depends on your income level, your personal financial situation, and your savings needs—but giving through tax-advantaged vehicles like Donor Advised Funds, qualified charitable distributions (QCDs), highly appreciated assets, or charitable trusts can help increase your giving and your overall impact. 

While charitable giving is a personal matter of the heart, developing a prudent strategy will help ensure your money and efforts are put to good use. We want to explore all your options and work together to create a targeted action plan designed for maximum long-term impact.