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Charitable Giving

Charitable giving is important to many of our clients. Given all the ways one can give to their favorite charity, this subject can be rather complex. Our team works with the client to understand all the different possibilities and helps hone down the opportunities to the methods that best fit the client's goals and objectives.

Services offered include:

  • Charitable Giving Consulting
  • Insurance Planning for Leveraged Giving
  • Donor Advised Funds 
  • Grantor Trust Consulting
  • Family Limited Partnership consulting
  • Family Foundation Consulting
  • Charitable LLC Consulting