Legacy Planning

Charitable giving may be a specific goal in an individual’s or a family’s overall Wealth Management objectives. However, because there are several ways to structure a gift, careful analysis must be given to the type of property gifted, what charities will benefit from the receipt of the gift, when they will receive the gift, as well as any tax benefits to the donor that may result from a charitable deduction.

Our experience in assisting clients with their charitable objectives ranges from creating a charitable vision all the way through to the implementation of specific strategies. We often work with a donor’s tax advisor, legal counsel, charitable organizations and foundations to identify and implement solutions that best fit our client’s overall charitable objectives, including the following:

  • Outright Bequests
  • Donor-Advised Funds
  • Community Foundations
  • Charitable Trusts
  • Private Foundations