NEWS // Operations Notice

Charitable Giving – For now, for the future

  • See a need and want to help?
  • Hope to support a person, cause or idea that means a lot to you?
  • Want to be charitable but not run out of money yourself?
  • Could use some help making sense of all the different charitable giving vehicles and strategies?
  • Could a donor-advised fund help you?
  • Wondering if you should leave money now, or upon passing?
  • Curious which assets you should donate?
  • Want to know the proper tax implications of your charitable gifts?
We applaud your generosity and desire to help. As both the recipients of many good deeds and now people who are trying to give back ourselves, we recognize the tremendous impact that charitable giving can have. We are here to help you cut through the clutter and give in a way that is best for you and the causes that matter most to you. LET'S TALK

Wondering if there might be something more you and your money could do?

There are several different ways to connect with us. Chose whichever you are most comfortable with.

let’s talk