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Charitable and Philanthropic Planning

"Leave your mark – a legacy is powerful"

What will be your legacy? Many individuals know exactly how they want to be remembered, but others need help defining what their mark will be on society. Thoughtful conversations with caring professionals experienced in having these sometimes difficult discussions can help tremendously.

 

When you develop a charitable plan, it can include a philanthropic mission and vision statement. When you designate a portion of your estate to meeting these goals, there are a variety of tools and tax-advantaged strategies that you can use, including a family foundation, charitable remainder trust, contingent beneficiary situation or a blend of tools.

 

Developing these vehicles inside a holistic strategy will help ensure that your legacy and plans are carried out exactly as you wish. Our advisors care enough to spend time talking with you and helping you focus your messages and goals, so that we may advocate on your behalf.

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