Two of your most valuable resources are your time and money. Yet giving them to other people is typically an afterthought and done fairly scattered and ad hoc when one is moved. Everyone can be a philanthropist with a strategic plan to give time and money wisely and use tax strategies efficiently to have the greatest impact on the world.
Define Values & Goals
We will help you look at how you are allocating your time and money to various charitable efforts. Our hope is to help you prioritize what is going to make the biggest impact toward your goals.
Make a Giving Plan
We will assess what giving strategies are available that line up with your intended goals. By looking at the overall plan, we will make sure to coordinate all planning techniques
Optimize Tax Efficiency
From Donor-Advised Funds to Trusts to Foundations and more, there are a number of underutilized tools that typically reduce tax liability far better than writing a check to a charity. We will help you explore ideas to make sure the giving of your money and assets is done efficiently.
Collaborate with Experts
Many charitable strategies involve many third parties including Foundations, Trustees, Attorneys, Accountants, Fundraisers and more. We will be there to collaboratively lead the team so that you don’t have to.
We build powerful relationships by working towards common goals
We make decisions with future generations in mind
We learn and teach continuously
We work directly for our clients and put client’s interests first
We listen and keep an open mind
We hold ourselves accountable for pursuing the highest standards