Charitable Giving

My work with families that are receptive to and passionate about charitable giving is rewarding, both to me and my client families. Charitable gifts are attractive and useful to families that can take advantage of the associated income, gift and estate tax planning benefits. But the utility and value of a charitable gift runs much deeper than tax advantages. Charitable giving, and the establishment of charitable entities, provides families the opportunity to create and solidify a legacy. It can unify a family in a meaningful and lasting way that will last for generations. The incorporation of charitable giving into a tax, estate, succession or legacy plan is impactful economically, socially, religiously and psychologically, and I am honored to assist my clients as they explore the vast assortment of charitable giving opportunities.