Charitable Planning

Including charitable giving as part of your overall wealth plan can have many benefits for you, your heirs, and those in your local community or in countries across the world.

If properly integrated, it can provide a tax-efficient means for you to transfer your wealth while supporting a cause that makes a difference to you.

To ensure that your planned giving has the greatest impact, whether it’s a significant gift to a favorite charity or establishing a foundation, we have access to the tax, legal, and estate planning professionals to help make these philanthropic dreams come true.