Comprehensive Services

Philanthropic Strategies

For many clients, philanthropic pursuits are an important part of who they are. The trustees at Loring, Wolcott & Coolidge can help ensure charitable giving is carefully integrated with a client's comprehensive wealth management strategy.

We can address a range of client questions, including:

  • How much should I give?
  • Should I make one large contribution or distribute it over time?
  • Should gifts be in cash or in securities or other assets?
  • How do I balance tax advantages with the needs of the charitable beneficiary?
  • Should my gift be made anonymously?
  • How can I structure personal gifts to maximize estate-planning advantages?

Working closely with clients, we develop a sound philanthropic plan based on a solid understanding of gift tax issues.

The trustees at Loring, Wolcott & Coolidge also work with charitable trusts, providing ongoing guidance, planning and support. In addition to investment and administrative services, trustees are available to review and analyze grant proposals to the trust.