Clients often find charitable planning to be one of the most rewarding and meaningful parts of the planning process. Each client has unique circumstances and philanthropic goals. With proper planning, clients can make tax-advantaged gifts designed to support organizations and causes closest to their hearts.

Depending on the type of assets you wish to contribute, your need for income during your lifetime, your desire to preserve assets for heirs, and your tax situation, there are a variety of strategies for charitable planning. These include:

  • Charitable Lead Trusts

  • Charitable Remainder Trusts

  • Life Insurance and Retirement Benefits Planning

  • Private Foundations

  • Donor-Advised Funds or Trusts

  • Life Income Gifts

  • Charitable Gift Annuities

  • Gifts of Real Estate with Retained Life Estate