Many people like to fulfill their philosophical and charitable desires through their financial accounts.

    This is certainly a popular practice among our clients. In some instances, there are more tax-efficient ways than writing a check to fulfill your charitable desires. We possess the resources necessary to fulfill philanthropic and charitable donations through the following vehicles:

    • Charitable remainder trusts
    • Charitable lead trusts
    • Private foundations
    • Donor-advised funds
    • Donating highly appreciated stock from taxable investment accounts
    • Satisfying required minimum distributions from retirement accounts by giving to charity