You are unique, and your legacy should be managed in your image.

For many of our clients, charitable giving isn’t a line item, it’s a statement. It’s how you express gratitude, create meaning, and build a legacy your family can stand behind. Our role is to make sure your generosity is strategic, tax-aware, and integrated with your broader wealth plan.

Building a Legacy That Reflects Your Values

Whether you’re funding a Donor-Advised Fund, establishing a private foundation, or using charitable trusts as part of an estate strategy, the goal is the same: give with intention, give efficiently, and give in a way that lasts.

We help you clarify:

• What causes matter most (now and across generations)
• How much you want to give and when
• How to structure gifts around liquidity events, concentrated positions, and estate objectives
• How to coordinate philanthropic goals alongside income planning and family legacy

Our Approach to Charitable Planning

We start with the “why,” then design the “how.” Our charitable strategies are built to sit inside your investment plan and estate plan, not off to the side.

That typically includes:

• Coordinating with your CPA, attorney, trustee, and corporate trustee (when applicable)
• Mapping giving strategies to your tax profile, cash flow needs, and long-term estate intent
• Aligning funding sources with your portfolio (cash vs. appreciated assets vs. retirement assets)
• Designing a plan that is repeatable, documented, and easy for your family to continue

Charitable Giving Strategies We Design

We tailor solutions based on complexity, timeline, and your desired level of control.

• Qualified Charitable Distributions (QCDs): direct IRA-to-charity giving for clients 70½+
• Donor-Advised Funds (DAFs): immediate deduction, flexible giving, simplified administration
• Tax-smart cash giving: imed to income spikes, bonuses, or liquidity events
• Private foundations: long-term, controllable, family-led philanthropy
• Charitable trusts (CRTs & CLUTs): balancing income, taxes, and legacy objectives
• Appreciated-asset giving: stock, real estate, and business interests (where appropriate)

What High-Net-Worth Families Usually Want (and what we help deliver)

• A clear philanthropic “mission” and giving cadence
• Efficient funding strategies that don’t disrupt lifestyle or portfolio design
• A plan that can involve children without turning Thanksgiving into a board meeting
• A legacy structure that can endure beyond the original donors

Plan Your Legacy, Today

Your charitable plan should be as bespoke as your portfolio: thoughtful, coordinated, and built to reflect your values across time.

If you’d like, we’ll start with a private conversation to understand your intent, your assets, and the giving structures that best match your goals.