Charitable Giving

Charitable Giving

We are fortunate to work with clients who care about making a difference in the broader community. You and your family may support multiple charities through one-time donations and charitable trusts. We help you incorporate your philanthropic giving goals into your total financial plan.

  • We will work with you to understand your long-term and short-term charitable giving goals and priorities.
  • We can optimize your philanthropic giving by recommending cost-effective and tax-efficient strategies.
  • We can set up charitable trusts when appropriate to help you fulfill philanthropic goals while giving you flexibility and control over your contributions.
  • We can help you incorporate your philanthropic goals into your estate planning and tax management.

Dee Ann & Jay Marshall