Charitable Giving That Fits Your Goals

Strategies to help you effectively and efficiently gift your wealth

Whether your intent is to build and distribute charitable capital during your lifetime or make meaningful gifts after you are gone, there are a variety of strategies that can help you maximize your goals while (bonus!) potentially having a positive impact on your tax bill. Techniques and choices can change as tax laws and your lifestyle change. The approach that makes the most sense in one tax year might be very different in another. Let us help guide you toward finding the most impactful means of meeting your charitable goals and planning your bequests.


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