Charitable Giving
Our team of specialists is here to help you set up and administer your charitable
legacy. After reviewing your goals and objectives we will identify and design
the appropriate philanthropic structures (private/family foundations, charitable
trusts, donor advised charitable funds, direct cash/stock gifts, etc.) for your
unique situation. On an ongoing basis we will help you identify the most appropriate
assets (common stock, highly appreciated assets, or even stock options) to fulfill
your charitable goals in the most tax-sensitive manner possible.