Philanthropy

As more clients and their families become involved in supporting charities, they look increasingly to us for guidance. Charitable giving is an important part of your comprehensive Private Wealth Management strategy as a shared gift planning process can strengthen relationships within families through the next generation. We can help you create your charitable giving plan to share your wealth most effectively.

There are multiple benefits to your generosity. This includes integrating charitable giving as an important strategic component of your overall financial plan. A carefully constructed giving plan can benefit both you and the causes you care about.

Our team can help you choose specific giving options, such as a donor-advised fund. This can provide many of the benefits of a private foundation without the upfront costs and administrative responsibilities. Or, if you hold publicly traded securities, such as stocks, bonds, or mutual funds, and choose to gift these investments, you may enjoy additional tax savings.