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Charitable Giving Strategies

With so many avenues for charitable giving, our Private Client Services (PCS) group works with you to determine the best available opportunities for your philanthropic wishes. Our approach to developing a charitable giving strategy is one that aligns with your charitable interests and objectives and best fits your unique individual and family needs.

Charitable Gift Planning Services Include:

  • Giving, timing and documentation strategies
  • Charitable strategies using donor advised funds, charitable remainder trusts, charitable lead trusts and private foundations
  • Structuring special gifts such as university chairs, fellowships, trusts and annuities
  • Non-cash and other creative charitable contributions
  • Engaging heirs in philanthropic endeavors

Ready to talk? Connect with us today.