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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:

[icon-check] 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. [icon-check] 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
[icon-check] 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. [icon-check] 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.

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Our Client-Centric Approach

Fundamentals

Time and money are your two most limited assets. Creating a giving plan will help determine both your capacity for giving and which causes you are most passionate about—allowing you to confidently filter through the numerous requests for donations.

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Accumulation

Check writing may no longer be the most tax efficient form of giving. Gifting highly-appreciated shares or incorporating a donor-advised fund into your investment management strategy may save you significant tax dollars. In addition, it can put more money where you want it most—with your preferred charities.

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Management

With a taxable estate, there are three places money can go: heirs, government, or charity. Understanding how to adjust beneficiary designations and the potential of charitable trusts can ensure that you maximize the value for heirs and charitable bequests. It will also help minimize the amount Uncle Sam receives.

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232 Years
Combined
Experience

Wisdom

We learn and teach continuously

50
Year Vision

Forward Looking

We make decisions with future generations in mind

100 Percent
Independent

Objectivity

We listen and keep an open mind

1998
Year
Established

Responsibility

We hold ourselves accountable for pursuing the highest standards

100 Percent
Fee-Only

Fiduciary

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

10+ Years
Avg. Client
Relationship

Collaboration

We build powerful relationships by working towards common goals

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