Philanthropic Planning and Charitable Giving


Define Values & Goals: We will help you look at how you are allocating your time and money to various charitable goals. Together we will prioritize and come up with the best strategies to make the biggest impact toward those goals.

Optimize Tax Efficiency: We will help explore the various ways to support charities from a tax efficient standpoint. These strategies can include Donor-Advised Funds, Trusts, Foundations etc.