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Strategic Generosity

 Strategic Generosity enables you to steward more resources for more good. 

Charitable tax planning helps clients increase philanthropic giving while reducing taxes and increasing personal cash flow and wealth. Appreciated assets for charitable giving in designated funds grow in value on a tax-free basis so that you have more capacity to give.

Through our Strategic Generosity process, we help our clients grow their wealth and steward a portion of it toward accomplishing good in the world. We challenge our clients to connect their charitable intentions and resources with causes and organizations that share their values – things that truly matter in their heart-of-hearts.

Charitable planning need not be viewed as a distinctly separate activity from “financial planning” and “estate planning”. Contact us today to discover how charitable planning can be integrated into a holistic wealth management plan.

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