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.