Charitable Giving

Charitable giving is often an important component of financial planning.  Our clients have made significant gifts to numerous charities throughout this year. Whether it was through strategies that help maximize giving and minimize taxes, such as Donor Advised Funds and Qualified Charitable Distributions, or through volunteering their time, we are inspired by the generosity we have seen.

Participating in giving is powerful. We work with many people who have experienced what it means to contribute to others and we are honored to be part of that process. If you would like to explore ways to increase your charitable impact while saving tax dollars along the way, we can help.