Charitable Planning

“We make a living by what we get, but we make a life by what we give.” – Winston Churchill

This is true no matter how grand or modest a contribution you can afford. And the fact is, your gift or bequest can have a significant and beneficial impact on the lives of others…if you know how to give most effectively.

Charitable giving is a wonderful thing but requires proper planning to ensure that you are giving the best asset and the proper vehicle. Charitable giving is a wonderful lesson to share with younger family members and can help create a long lasting family legacy. Whether it be gifting directly or through estate planning documents we have experience to help you accomplish your charitable goals.