Charitable Giving Strategies

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).