Discover how philanthropy could bring your family together
A strategic approach to charitable giving will help you incorporate philanthropy into your financial plan and benefit the charities and causes that are meaningful to you and your family.
Giving and governing - how do you harness the strengths of your family and foundation?
A Charitable Lead Annuity Trust (CLAT) enables you to provide long-term income streams to qualified charities while passing assets to your heirs, potentially with no estate or gift tax consequences.
If you’re looking for a philanthropic vehicle that is flexible, offers immediate tax benefits and is simple to maintain, a donor-advised fund might be right for you.
If you want to play an active role in shaping the charitable impact of your wealth, a private foundation provides maximum control over investments and grant-making.