Charitable Giving Strategies

By contributing to your favorite causes, you can leave your mark on the world while getting to enjoy tax breaks

We can guide you in structuring your charitable donations to ensure they’re made in accordance with your philanthropic goals, whether as a simple donation, via donor-advised funds (DAFs), or through charitable trusts. We also help to establish charitable foundations that can carry the funds and distribute over time. One of the biggest tax benefits of charitable giving, and the strategies to make the most of those deductions. And those gifts will continue to support the causes you care most about long after you are gone. We also support family philanthropy, allowing you to instill the values of giving into future generations.