For many clients, charitable giving is an important aspect of their lives. In such cases, charitable giving can be accomplished in many ways: direct donations, charitable trusts and other forms of restricted giving, planned giving, donor-advised funded, support funds, support organizations and private foundations. Our firm has worked with individuals, families and charities to structure the most advantageous methods given their specific situation; keeping in mind both short term and long term goals as well as advising on the overall tax planning.
Charitable Giving
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