CHARITABLE GIVING AND TAX PLANNING

We love helping individuals integrate charitable giving into their estate plans in a way that maximizes both philanthropic impact and tax efficiency. Through strategic planning, we assist clients in understanding and utilizing tools such as qualified charitable distributions (QCDs), donor-advised funds, and legacy bequests to reduce estate and income taxes while supporting causes that matter most to them. Whether you are planning your legacy or looking to make a charitable impact during your lifetime, we provide personalized guidance to ensure your giving strategy aligns with both your financial goals and charitable aspirations.

Check out our Charitable Giving & Tax Planning Youtube Series!

In this Series, we explore the various tax attributes of charitable giving. The Series is designed as a broad overview of charitable tax planning strategies that will guide you through various concepts, tools, and vehicles to help you make the most of your generosity.