Stardust and magic in woman hands on dark background

Remember the old bumper sticker that said, “he who dies with the most toys wins?” You never bought into that. 

Yes, you’ve worked hard, done well, and accumulated some well-earned rewards along the way. But you know that your life does not consist of the abundance of things you possess. You know there is purpose greater than personal achievement. You want to leave the world a little better than you found it. You want to leave a legacy that will outlive you. 

That’s giving back. 

We share your vision. While some financial firms focus only on accumulation goals, we understand the importance of generosity. We believe charitable giving should be part of every well-rounded financial plan, and not just for financial reasons. 

There are often questions you need to answer before you feel ready to give:

How much is enough to accumulate? Since the future is unpredictable, how can I know when it’s really safe to start making sizable charitable gifts? 

Is it better to give cash, or appreciated assets like stocks or real estate? 

Will substantial charitable giving antagonize my children or other potential beneficiaries? How can I reduce the potential for conflict? 

How much will my giving reduce my income taxes and/or estate taxes? 

Can I donate generously and maintain my privacy? 

We can help answer these questions and more. We provide clarity and direction through the whole process, from defining your charitable mission, to targeting an amount to give, to choosing among tools like donor advised funds, charitable trusts, and private foundations. However you choose to proceed, it really is more blessed to give than receive.