Charitable Gift Planning

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Charitable giving enables our clients to benefit causes that are dear to them, express gratitude to a charity that has helped them or their families in meaningful ways, and provide the financial means for charities to improve the lives of others. In addition to their noble charitable impact, such gifts, if properly structured, can produce significant income, gift, and estate tax benefits.

Our Trust & Estates Group regularly helps clients achieve their charitable giving objectives through the use of a wide variety of giving techniques, including outright, unrestricted gifts; long term, restricted gifts; donor advised funds; scholarship funds; private, public, and community foundations; charitable gift agreements; and charitable trusts.

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