MAXIMIZE YOUR IMPACT

HOW DO YOU SUPPORT YOUR CAUSES?

Donating to charity is a way to contribute to causes bigger than ourselves. For some, it can be motivated by available tax advantages, while for others, the act of giving is completely personal. We believe it is necessary to have a plan for your philanthropic endeavors to ensure you maximize your capacity to give back to the causes closest to you, while maximizing the available tax advantages.

PHILANTHROPIC MISSION STATEMENT

A philanthropic mission statement is typically one to three sentences that memorialize the purpose of your giving. Your values, life experiences, interests, and close relationships all play a role in deciding your mission. With your mission statement as your guide, it becomes easier to set actionable goals for what you would like to accomplish in the coming years and beyond. It allows you to focus on the organizations you desire to support, as well as how you plan to support them. Whether you are an avid philanthropist or just getting started, we believe the first step to efficient giving is planning. 

• Tax-Efficient Giving Strategies

• Donor-Advised Fund Management

• Private Foundation Management

• Charitable Trust Management

• Philanthropic Giving Plans

• Family Giving Plan Facilitation

• Charitable Organization Screening

• Complex Asset Donations