Charitable Giving

Make giving more meaningful.

Thoughtful charitable giving starts with more than choosing a charity. We help clients integrate philanthropy with their investment, tax and estate planning - from structuring the gift to managing the assets and directing grants over time.

Why families choose a donor-advised fund

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Immediate tax benefits

Receive a charitable tax receipt when you contribute to your fund.

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Grow your giving over time

Your charitable assets can remain invested and grow tax-free for future giving.

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Flexible giving

Decide which charities to support, how much to give, and when to give.

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Involve the people who matter

Bring family into the giving process and build a lasting tradition of philanthropy.

How a donor-advised fund works

1

Contribute

Make a donation of cash, publicly traded securities, or other eligible assets.

2

Receive a tax receipt

Receive your charitable tax receipt when the contribution is made.

3

Grow your fund

Your charitable capital is invested and can continue growing tax-free inside the fund.

4

Recommend grants

Direct grants over time to the charities and causes that matter most to you.

Our relationship with Charitable Impact

We work with Charitable Impact Foundation to help clients establish and administer donor-advised funds while keeping charitable giving connected to the broader financial plan.

Our team guides the process, manages the charitable investment portfolio, and helps coordinate grants over time.

Learn more about Charitable Impact →

A more integrated approach to giving

Charitable giving works best when it is considered alongside the rest of your financial life. We help determine how much to give, when to give, how to fund it, and how philanthropy fits with your broader goals.
  • Tax and estate planning integration
  • Coordination with your investment strategy
  • Donations of appreciated securities
  • Family and multigenerational giving
  • Ongoing investment management
  • Grant coordination and charitable relationships

From planning to impact

We stay involved throughout the process - helping establish the structure, managing the charitable assets, coordinating ongoing grants, and working directly with charitable organizations where appropriate.

The goal is to make giving easier to manage while keeping it aligned with your tax, investment, estate and family objectives.

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Let's start the conversation

Whether you already give regularly or are considering a more structured approach, we can help build a charitable strategy around what matters most to you.

Contact our team →