Charitable
Giving
We understand the personal fulfillment that comes with utilizing your financial resources as a vehicle for positive change. While tax considerations are unlikely to be the impetus behind your philanthropy, tax-efficient giving effectively frees up more dollars to support your charities. Based upon the size and timing of your gifts, we’ll offer direction that will allow you to enhance your influence on the organizations you care about.
What You May Be Thinking
- Should we gift cash or stock to the causes we support?
- What assets should we leave to charity after our passing?
- Can we use our IRAs as gifting vehicles?
- Should we consider a family foundation or donor-advised fund?