Broker Check

Philanthropic Planning

You may feel strongly about supporting causes you care about. Our Wealth Managers can help you define and pursue your philanthropic goals with a strategy that best suits your needs.

If there are causes that you wish to support financially, charitable giving is likely to be an important consideration when setting your near- and long-term financial goals. While donating money to your favorite charities can be as simple as writing a check, there are various other options available to you for making charitable contributions that may reduce your current and future tax obligations and create a legacy for philanthropic giving.

Strategic charitable planning allows you to establish a family legacy and pass your values on to future generations while potentially reducing the eventual taxes owed on your estate. Your plan depends on the type of assets you wish to distribute, your desire for control over how your assets are deployed, and the administrative oversight you and your family are willing to take on.

Suggested Resources

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.
Learn More

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.
Learn More

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Learn More