Charitable Planning

Assist with the achievement of specific charitable or philanthropic goals.

Identify the most effective and efficient methods or vehicles by which to obtain charitable gifting goals, through the use of:

  • Outright gifting
  • Charitable gift annuities
  • Charitable remainder or annuity trusts
  • Charitable lead trusts
  • Private foundations

Provide fiduciary services inherent with the administration of charitable trusts or private foundations, including:

  • Investment management
  • Monitoring of annual grant requirements
  • Preparation of required federal and state tax returns
  • Collation of all necessary data