Philanthropy


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.


In this assessment process, some of the areas we evaluate together include:

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.

Our Client-Centric Approach

Fundamentals

Learn more >

Accumulation

Learn more >

Management

Learn more >
100 Percent
Fee-Only

Fiduciary

We work directly for our clients and put client’s interests first

232 Years
Combined
Experience

Wisdom

We learn and teach continuously

100 Percent
Independent

Objectivity

We listen and keep an open mind

10+ Years
Avg. Client
Relationship

Collaboration

We build powerful relationships by working towards common goals

50
Year Vision

Forward Looking

We make decisions with future generations in mind

1998
Year
Established

Responsibility

We hold ourselves accountable for pursuing the highest standards

Pin It on Pinterest