March 6, 2023

Hard work and good fortune have filled your sails. Now, for you, your plan may not feel complete until it can facilitate a greater tomorrow for those less fortunate. Making charitable giving a part of your financial plan can be a rewarding experience, but maximizing the impact of your philanthropic commitments requires advanced planning. Determining which approach to gifting is right for you will depend on many factors. Our goal is to ensure your gifts are made in a tax-efficient manner so that the charity of choice receives the biggest possible benefit from your generosity.