Charitable Giving

Charitable Giving

Rule #1 of Making Money: Don't Lose Money!

Everyone is unique and has differing ideas regarding whether and how to benefit charities during and/or after life. Many of our clients choose to explore ways to direct a portion of the ultimate distribution of their wealth away from taxes, and toward organizations or causes important to them. This may be accomplished through a variety of tools, from simple bequests to private foundations, donor-directed funds, charitable remainder trusts or charitable lead trusts.