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Charitable Giving
Philanthropic planning is very often part of a larger strategy. This can be done through an endowment, private charity, foundation, or donor-advised fund. We have found that many people have different motivations for charitable giving throughout different stages of their lives. They change with experience. We provide programs that address these motivations, making it easy to include them in their giving strategies.
We have found that the key motivators for charitable giving include:
Heritage
Family
Legacy
Experience
Faith
Our charitable giving services:
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Determining which strategies best align with your motivations
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Developing a plan to guide you through your future giving process
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Optimizing tax benefits and integrating this into your overall planning strategy
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