CHARITABLE GIVING

Giving money can be as challenging as investing it. Both require knowledge and strategy to be effective. Like any successful investment program, charitable giving must begin with a plan that fits with an investor's financial and personal goals.

But charitable giving isn't strictly a matter of dollars and cents. It is personal. Giving strategies grow out of individual relationships, experiences and values. We have helped our clients to develop giving strategies that accommodate their personal wishes and concerns, as well as answer questions such as:

• How much can I safely give away without jeopardizing my other goals?
• How do I involve my children in my charitable giving?
• What recent changes in tax laws affect my giving strategy?
• Can a donor-advised fund help me create the legacy I desire?
• Should I establish a private foundation, or is there a better solution?

Many people find satisfaction and peace of mind in establishing a charitable giving plan. Read more about various charitable giving options and the advantages and disadvantages of each.