Philanthropic Planning


We are pleased to provide philanthropic services to our clients. We will help develop and implement an effective, long-term charitable giving strategy to help achieve our client’s objectives. We also offer assistance in refining gifting techniques and grant making strategies to help ensure our client’s philanthropic resources have the most significant impact possible.

Our services include assisting clients in choosing between direct gifts, establishing donor advised funds, charitable trusts and working with independent community foundations. We provide in-depth analysis of how donors can effectively manage their gifts to achieve their charitable goals.