If you are passionate about making a difference in your community, you’ve come to the right place. At D&Y, we care deeply about giving back, both directly and by helping our philanthropic clients unleash their giving.
Our Legacy & Philanthropy Initiative is designed to support you on every step of your philanthropic journey. Key resources include:
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:
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.
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.
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.