What Should I Know?

Embarking on a gifting strategy is one of the most exciting and profound experiences of a lifetime. We want your experience to be amazing!

Our discovery process will help you identify how you wish to partner within your gifting strategies and will give you the confidence you need to assure that your efforts are matched to the intent of your gift.

We review your gifts and gifting strategies over time and adjust for changes that may occur. We work with individuals, corporations, foundations and charities. We also work closely with families and plan for intergenerational changes.

Our team of professionals includes tax and estate planning lawyers, accountants and financial planners. We are also happy to work with your existing relationships in these areas. It is important that any gifting strategy, takes into consideration current and future tax implications.

We are encouraged that you have considered gifting in a meaningful way. We now encourage you to use your gifts and talents and take the next step to partner in philanthropy.