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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. 

  • Facilitate annual donations

  • Maximize tax benefits of gifts

  • Manage Charitable Remainder Trusts

  • Select and arrange stock gifts

  • Advise on family foundations and non-profit endowments

  • Establish donor-advised funds


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