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Charitable Strategies

Social responsibility has taken on increased importance. Charitable planning and gifting offer strategic ways to connect to causes both you and your family are passionate about.

Charitable Planning

Whether your aim is to develop a philanthropic legacy for your family or simply to support your community, tax-favored planned giving programs create ongoing opportunities to transfer family assets to public and/or private charities. These charities often include family foundations managed by family members, in which the family retains control over the gifted assets and access to income generated. Often, charitable planning provides a balance to estate and life insurance plans, while taking on personal meaning for you and your family. We offer creative solutions aimed to achieve your personal or familial philanthropic goals without interrupting your family's long‐term financial responsibilities.

Charitable Gifting

An important component to any estate plan is gifting, allowing you to reduce the size of your taxable estate by impacting the wealth you have worked so hard to create for yourself and your family.

Gifting enables you to take advantage of the substantial tax advantages available through the use of lifetime gifts. These gifts can be held by various entities, which allow you, the grantor, to retain control over income from gifted assets.