CHARITABLE GIFT PLANNING

We enjoy working with clients to achieve their charitable goals and to leave a lasting legacy.

We consider ourselves fortunate to collaborate with people who are passionate about improving lives both at home and around the world.

  • Charitable remainder trusts
  • Charitable lead trusts
  • Donor agreements
  • Charitable gift annuities
  • Donor advised funds
  • Private foundations
  • Community foundations
  • Tax advice