facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

Your legacy of giving can change lives and provide a model of generosity.

Solutions | Philanthropy

We help maximize your giving, minimize taxes, and extend the life of your investments. If you’ve decided that charitable giving is right for you, we can help you understand the complexities of effective philanthropy and manage your plan.

How would you like to give back?

  • Gifts of highly-appreciated securities
  • Family foundations
  • Donor-advised funds
  • Charitable foundations
  • Charitable lead or remainder trusts
  • Conservation easements
  • Registered plans
  • Outright gifts
  • Life insurance

Start the Conversation