Practice

Charitable Giving

Structures that let generosity serve both your values and your legacy.

Charitable giving can be one of the most personally rewarding parts of an estate plan — and one of the most tax-efficient when structured well. The choice of vehicle matters: a direct gift, a donor-advised fund, a private foundation, and a charitable trust all produce different results.

We help clients align their giving with their goals, both personal and financial.

What this work includes

Charitable remainder trusts (CRT)
Charitable lead trusts (CLT)
Donor-advised funds
Private foundations
Gifts of appreciated assets
Integration with estate and tax planning

We work alongside the client's tax and financial advisors to make sure charitable strategies fit the whole picture.

Discuss charitable giving.

Reach out to schedule an initial conversation.