Charitable Gifting

We specialize in the area of deferred charitable gifts to non-profits.  Whether it is a part of a comprehensive financial plan or as a separate desire to support a charitable cause, we can assist in analyzing, explaining and implementing a charitable gift.


The gift may be in the form of a charitable bequest, a simple gift  or a more complex charitable remainder trust and in some cases a combination of all three.  For substantial gifts a Family Foundation or Donor Advised Fund may be a way for your family to benefit charities for many generations.


If you have a desire to benefit charities with a portion of your assets while living or a part of your estate, let us help you assess which strategy will maximize the benefit for your family and leave a lasting legacy from your family to your favorite charitable causes.



           "We do not look for philanthropists;

       we help people to become philanthropists"