Philanthropic Magnification
We are passionate about helping the community and have strategies to help you maximize your gifting.
When giving is planned and purposeful, it can be a wonderful opportunity to help your favorite charity and maximize your gift. For most of us the focus is not on how much we can save in taxes through making donations to public charities.
However, when giving is planned, you can give more to your philanthropic designation instead of to the government. Whether you give to a charity throughout your lifetime or upon your death, we suggest you utilize one of the several methods we employ to give even more!
Create a Charitable Trust
We can help you memorialize your large donation and recognize tax advantages now on future gifts.
Foundations
Explore the ins and outs of family and public foundations to determine which is better suited to your family and legacy.
Give More
You can maximize your annual giving with various strategies