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Giving Charitably

Charitable giving allows you to support the things and people you love most in this world. Typically, clients look to us for guidance to help them think through things such as:

  • Creating a comprehensive family plan for internal and external giving
  • Complex charitable giving strategies like Donor-Advised Funds (DAF), Qualified Charitable Distributions (QCDs) and stock gifts, Endowments, and Foundations
  • Managing the investment assets of endowments and foundations
  • Ensuring appropriate beneficiary designations on life insurance, retirement accounts
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