Philanthropy
Many of our clients are inspired to give, and in a variety of ways. But there is more to a philanthropic plan than simply writing a check or gifting an appreciated asset. Giving can be as much a strategic tool in balancing and offsetting tax liabilities as a personally fulfilling endeavor. Gifts may be made as part of a trust, through your estate, with the creation of a private foundation, or through a donor-advised fund. We work with our clients and their tax advisors to identify ways in which gifts can be structured to best accomplish their philanthropic goals while also maximizing tax advantages.
