Charitable Giving

Charitable Giving consists of many different gifting vehicles, such as direct gifts, charitable annuities or gifts through charitable trusts such as Charitable Remainder (Unitrust or Annuity) Trusts or Charitable Lead (Unitrust and Annuity) Trusts.  In addition, Private Foundations, Community Foundations or Donor Advised Funds all provide individual donors with a wide array of gifting methods.  Our firm interviews each client to understand their charitable inclinations as well as their tax and/or estate needs.  Understanding the client's intent and matching it to the appropriate gifting method allows our firm to create the perfect plan, thereby ensuring win-win scenario for our client as well as the charitable beneficiary.