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Charitable Giving Strategies

Client Centered

Many of our clients wish to give back to the communities in which they live and work. If you have charitable giving goals, we can help develop a gifting strategy that seeks to maximize your impact while minimizing your taxes.

Based on your particular situation and charitable goals, it may make sense to establish a foundation or donor-advised fund.

We can also help you maximize your impact by donating appreciated securities or by directly donating your annual required minimum distribution (RMD).

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