Our Legacy & Philanthropy Initiative is designed to support you on every step of your philanthropic journey. Key resources include: 

Tax-Smart Charitable Giving Strategies

How can you give in the most tax-efficient way? How can you optimize your charitable deductions? If you have significant taxable income this year, how can charitable giving help you reduce the taxes you’ll pay? We can advise you on techniques from the simple to the complex, including:

• Gifts of Cash
• Donor Advised Funds
• Private Family Foundations
• Gifts of Appreciated Stock
• Qualified Charitable Distributions (QCDs) from IRAs
• Charitable Gift Annuities (CGAs)
• Charitable Trusts, including:
  • Charitable Remainder Annuity Trusts (CRATs)
  • Charitable Lead Trusts
• Retained Life Estates
• Charitable Bequests
• Gifts of Illiquid Assets

Philanthropy Conversation Circles

We convene philanthropic clients to share ideas with each other about how they are navigating the choices and challenges they are facing in their philanthropy.

Webinars and Other Resources

From webinars to blog posts, we provide guidance on charitable techniques, how to serve on a board, how to involve heirs in giving, and other meaningful philanthropic topics.

Legacy & Philanthropy Conversations

These personal conversations are tailored to you and your family. Are you and your family aligned on your philanthropic values? Have you developed a family mission statement? Have you determined how to involve the next generation in your philanthropy? What kind of legacy do you want to leave for future generations in your family and for your community? We facilitate these unique conversations to help you uncover what’s really important to you and your family and what decisions you need to make to take the next step on your philanthropic journey.