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Philanthropy & Charitable Giving

While the primary goal in making a charitable gift is to support a worthy cause, there are also tax & financial planning benefits for the donor that should be considered. Charitable giving services offered include:

  • Direct donation & appreciated securities
  • Qualified Charitable Distributions (QCDs) 
  • Bunching strategies
  • Donor Advised Funds & Family Foundations
  • Charitable Trusts