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Charitable Planning

Whether you’re looking to impact your local community, church, or charitable organization, we can assist you in formulating a plan to accomplish those goals. We believe that we all have social capital that we would prefer to direct rather than the capital being directed by the current or future income or estate tax code.

To maximize the longevity of your charity, we will draw on our resources to aid the organizations you’re passionate about and will help you:

  • Support Your Most Cherished Foundations
  • Develop Long-Lasting Philanthropic Strategies
  • Generate Personal Tax Benefits Where Possible