Skip to main content

Our team is well-versed in a range of charitable giving strategies.

Financial success offers the chance to do more in life, including giving back to charitable organizations that align with your values. Our team is well-versed in a range of charitable giving strategies that help our clients support the organizations and causes most important to them. Because charitable giving is intrinsically tied to prudent tax management. Everybody wins.  

We regularly help our clients with charitable planning via:

  • Donor Advised Fund 
  • Foundations
  • Gifting of appreciated investments 
  • Qualified charitable distributions 

We’d love to meet you

Topics we're talking about

Susan Van Cappellen

Retirement Plan Times Newsletter: Advice At A Higher Level, Q1 2022

As flowers and trees begin to bloom, we bring you our spring season quarterly newsletter. In this edition, you will find information on helping employees make their money last as well as financial wellness statistics.

View More

We’d love to meet you