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Helping Your Clients Achieve Their Charitable Goals

Philanthropy is a very personal decision. A professional advisor plays a critical role in helping clients realize their philanthropic objectives by listening for giving opportunities, explaining options, and suggesting solutions. Significant giving opportunities often arise when clients are making major business, personal, and financial decisions.

There are multiple ways we can partner with you and your clients:

  • Year End Tax Planning
  • Estate Planning
  • Charitable Remainder Trusts
  • Donor Advised Funds vs Private Foundations
  • Closely Held Stock
  • Sale or Disposition of Highly Appreciated Stock
  • Sale of a Business
  • Strategic Giving
  • Substantial IRA/401(k) Assets

Our knowledgeable staff is happy to meet with you and share more, please call us at 410.280.1102