You can donate appreciated securities, use a donor-advised fund, or include charitable gifts in your will to maximize tax savings.
Both have advantages. We help you choose based on your financial goals, tax position, and charitable intent.
Not at all. Even modest gifts can be planned tax-efficiently. It’s about aligning your values with your financial plan.
Yes. We can design a giving plan that supports several organizations while maximizing tax benefits and honoring your legacy.
