Charitable Giving

Charitable giving can be an integral part of your tax, estate and financial planning. There are several different methods of charitable giving based on your financial situation and your charitable goals.

Long-term appreciated stock, Donor Advised Funds and Charitable Remainder Trusts are a few vehicles that enables you to leave your legacy and maximize the impact of your gift.

Our highly credentialed team of CPAs, CFP®s and ChFc®s can help evaluate your options and develop a giving strategy that optimizes your contribution in the most tax efficient manner.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | 949 502 6700

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