A thoughtful giving plan can help you support the causes you care about while also strengthening your overall financial plan.
We help you integrate charitable giving into your private wealth strategy so your generosity is structured, as impactful as possible, and easy to sustain over time.
Practical Giving Options
For many families, giving becomes a shared process that brings parents and adult children into the same conversation and helps carry values forward.
We can help you choose the right giving options, including donor-advised funds (which can offer many of the advantages of a private foundation with less administration) and gifts of publicly traded securities, which may provide additional tax savings.
The goal is a long-term approach to giving that reflects your priorities, builds a legacy, and supports philanthropy across generations.
Giving That Fits Inside The Big Picture
Here’s the thing about generosity: it only works when it fits.
Your giving plan sits inside your whole financial life—alongside investments, tax strategy, estate planning, and what you want your family to look like in twenty years.
This isn’t standalone advice.
This is integrated design.
We coordinate your charitable giving with:
- long-term tax planning
- estate and legacy goals
- corporate structures
- family priorities
- income planning
Everything works together.
Nothing pulls against anything else.
Creative Giving, Without The Guesswork
Want to give while you’re living—and make it count?
Want to build something bigger than a once-a-year donation?
Want your generosity to be quiet, strategic, powerful?
This is where planning comes in.
We use creative strategies to ensure your giving supports the causes you care about while keeping more of your wealth working on your behalf.
Build A Giving Plan That Lasts
Book a free consultation and we’ll map a giving strategy that fits your goals, your family, and your tax plan.