To encourage charitable activity, the tax law has long given favored tax treatment to charitable contributions. As our tax system has become more complex, the laws governing charitable contributions and the strategies to reduce taxes through philanthropy have similarly evolved in their complexity. We understand the techniques of charitable giving, both basic and sophisticated, and will work with you to evaluate the best approach for meeting your charitable objectives and achieving the best tax results.

For some clients the strategy may be to help determine the amount they can afford to give.  For others it may be facilitating the gift of a highly appreciated asset to satisfy their giving without creating an additional tax burden. And for some clients it is the establishment and management of a Donor Gift Fund to allow their charitable gift to grow and continue for many years to come. Regardless of the need, we have a strategy and resources to achieve it.

Due to the lack of a coordinated team of professionals, most large brokerage firms do not have the time, expertise, or desire to assist with charitable giving.