Charitable Giving

To give away money is an easy matter and in any man’s power. But to decide to whom to give it and how large

and when, and for what purpose and how, is neither in every man’s power nor an easy matter. – Aristotle

Many of our clients desire to give back by making gifts to not-for-profits and charities. We help them achieve these goals by creating a charitable giving plan that fulfills their desires and maximizes the tax advantages of charitable giving.