We help business owners and families create structured giving plans that reflect their values, strengthen their communities, and preserve their wealth.
Integrating charitable giving into your plan
Giving back shouldn’t be an afterthought. We help clients weave charitable giving directly into their broader financial strategies, aligning philanthropy with tax planning, retirement income, and estate objectives. Whether you’re funding a local scholarship, contributing to a hospital foundation, or supporting environmental initiatives, we ensure every donation is efficient, impactful, and aligned with your long-term goals.
Smart giving strategies for business owners
For business owners and professionals, philanthropy can do more than good—it can do good efficiently. With deep corporate and succession planning know-how, we set up donations through the company in ways that reduce tax and increase impact. This could include gifting appreciated securities, leveraging trusts, or setting up donor-advised funds to simplify administration while maintaining control over how funds are distributed.
Every plan is designed with precision and transparency, giving clients confidence that their giving is as effective as it is heartfelt.
Family unity through shared purpose
Charitable giving is also a chance to strengthen family connections. We encourage clients to involve their children and grandchildren in the process, turning philanthropy into a shared family value. Through guided discussions and clear planning, families gain a sense of unity and purpose—aligning wealth not only with financial goals but with principles that can be passed on for generations.
