Charitable Planning

Whether your interest is a passion for a particular cause or a need for tax or estate planning, charitable giving can be a valuable element of wealth management planning.

Regardless of your motivations for giving, can assist you throughout the process. We work in partnership with a wide variety of planned giving professionals who can assist in determining the most effective strategy for you. Some reasons to consider charitable giving include:

• A need for year-end tax planning
• Gains from a sale of a business
• An ownership in closely held stock
• A need for preserving an estate

Working in partnership with organizations such as the Community Foundation, we can provide access to both the professionals and the strategies to help you accomplish your planned giving objectives.