Charitable Giving for Wealth Management

Charitable giving advice is a value-adding element in an estate advisor’s portfolio and a service welcomed by clients who expect an integrated approach to their wealth management.

We advise our clients who are interested in making charitable donations about how best to benefit both the charity and their families by minimizing income, gift and estate taxes. We review various methods for charitable giving, including charitable annuity trusts and unitrusts, and gifts through private foundations. We assist in establishing private foundations, public charities, and other nonprofit organizations, and in obtaining and maintaining tax-exempt status.

Nonprofit Training & Advisory Services

Nonprofit organizations provide vital services that enhance the quality of life in communities across our region.

Our training and advisory services help nonprofit organizations develop an integrated approach to improve their effectiveness and positively impact our communities. We train boards to understand their legal responsibilities and to minimize their exposure to liability. We train and advise leadership and management on the legal and technical aspects of operating a nonprofit organization, best practices, sound financial practices, prudent asset management, resource development, and capacity building. We guide them every step of the way.

Call us at (504) 818-0401 or contact us online to benefit from our expert advice on charitable giving.