Charitable giving

Charitable structures and wealth transfer strategies can complement each other in an overall wealth management plan.

 
Charitable giving

Without private philanthropy, few charitable organizations would survive. That they do survive brings important benefits to society. Planned properly, charitable giving can bring personal benefits to you, the donor, serving as an effective tool in your overall wealth management strategy.

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Donor Advised Fund

 


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Conservation Easement

 
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Charitable Lead Trust


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