A Thoughtful Approach to Charitable Giving
Charitable giving is deeply personal, and we help families explore the best ways to align their philanthropy with their financial plans. Through guided discussions, we help clarify giving priorities, structure donations in a tax-efficient manner, and develop a sustainable giving strategy that reflects their long-term vision.
Our team works with clients to:
- Identify causes that align with their values.
- Explore tax-efficient giving strategies.
- Structure charitable gifts to maximize impact.
- Facilitate multigenerational conversations about philanthropy.
Charitable Planning Team
As a Chartered Advisor in Philanthropy® (CAP®), Katie Brown plays a key role in helping clients integrate charitable giving into their overall financial plan. Her expertise bridges philanthropy and family dynamics, ensuring that giving strategies align with a client’s values and legacy goals.
Our CERTIFIED FINANCIAL PLANNER® professionals collaborate closely with estate planning attorneys and CPAs to ensure that charitable giving is seamlessly integrated into a broader financial strategy. We believe in a team-based approach, where a client’s professional advisors work together to support their philanthropic vision.
Charitable Giving and Estate Planning
Philanthropy is often a key part of estate planning, ensuring that your generosity has a lasting impact. Our team helps structure charitable gifts within a broader estate and financial plan, working alongside trusted professionals to align giving with your long-term goals.
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