Providing support for causes that they care deeply about is of vital interest to many clients. We develop a thorough understanding of your philanthropic intentions and recommend strategies that include annual gifts as well as the creation of a long-term legacy that reflects your values.
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Facilitate annual donations
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Maximize tax benefits of gifts
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Manage Charitable Remainder Trusts
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Select and arrange stock gifts
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Advise on family foundations and non-profit endowments
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Establish donor-advised funds
