During life’s struggles most people require some kind of assistance, whether it’s physical, financial or spiritual. We all wish more funding were available for medical research, for domestic abuse shelters, or for a treasured arts or music program. As a result many people want to make charitable gifts but they need to do so in a way that meets their own personal, family or financial needs. Consequently giving is not necessarily as simple as it sounds. Aristotle said:

“To give away money is an easy matter and in any man's power. But to decide to whom to give it and how large and when, and for what purpose and how, is neither in every man's power nor an easy matter.”

In talking with you about philanthropy, we like to focus on the concept of stewardship, identifying your vision of community investment and sharing relationships we’ve cultivated with local community foundations and nonprofits so you can achieve meaningful change while leaving it to professionals to manage the details. We ensure not only that your gifts are spent wisely but also that recipient organizations are held accountable for regularly reporting back to you on progress made.

In addition we can often structure your philanthropy to provide tax efficient inheritances for your heirs, reduce your tax liabilities, diversify your investments, plan for the transfer of your business or leave a charitable legacy for future generations.