Download our Checklist: What Issues Should I Consider When Establishing My Charitable Giving Strategy?

Many of you are charitably inclined but may need help aligning your resources, priorities, and philosophy. As a estate & tax attorneys & as financial advisors, we are uniquely positioned to counsel clients as they determine what, when, and how to give to charitable organizations. By analyzing each client’s unique situation, we can identify opportunities and model outcomes in order to optimize the impact of charitable gifts. This checklist helps you guide your clients as they consider and implement a charitable giving strategy. It covers:

Philanthropic motivations and goals | Cash flow considerations | Asset selection when funding gifts | Charitable giving vehicles | Tax planning and deductibility