The Impact of Charitable Giving
The activities of charitable organizations touch the lives of many of us, fulfilling needs that may not otherwise be met through public programs. As individual wealth increases, more people are including charitable components within their estate plans. Some are seeking tax benefits, while others have purely personal motivations for giving. Philanthropic endeavors can be as simple as giving annually to a religious organization or educational institution, or as complex as setting up a foundation.
Our Approach To Philanthropic Planning
We believe that philanthropic planning is part of a complete financial plan. Once clients understand the options available to them and the tax, financial, and investment benefits, we have found that many of them—even those who may not have been charitable before—choose to provide for charity through current gifts or their estates. We can help you outline your philanthropic goals and implement a giving program that supports tax-efficient charitable giving and complements your overall wealth management plan.