Philanthropic Strategies

Helping clients achieve their charitable goals

For many clients, philanthropic pursuits are an important part of who they are. Our Trustees can develop a sound philanthropic plan that is carefully integrated with a client's comprehensive wealth management strategy and strengthened by our solid understanding of gift tax issues.

Answering the Questions That Matter

Trustees have the insight and experience to help answer a range of gifting questions.

How do I balance tax advantages with the needs of the charitable beneficiary?

Should I make one large contribution or distribute it over time?

Should gifts be in cash, securities or other assets?

How can I structure personal gifts to maximize estate-planning advantages?

Charitable Trusts and Foundations
We also work with charitable trusts, providing expert guidance, planning and support. In addition to investment and administrative services, Trustees can review and analyze grant proposals to the trust.