Charitable Gifting

When considering charitable giving as part of your personal planning arrangements, you need high quality, experienced counsel to provide sound advice.

Each client situation is unique which is why we listen carefully to your personal goals.  We then consider the full range of gifting strategies to develop an individualized plan that will enable you to maximize your impact at the charities of personal importance while utilizing tax saving strategies to provide you with the highest after-tax return on your generosity.  Recent changes in the tax laws have made the tax advantages of charitable giving even more compelling and the need to create a financial plan that can reduce current and future tax liability even more important.