Planned Giving requires thoughtful and organized estate planning. The best plans are created first, by deciding what your goals are and second, by determining how best to accomplish them.

You may have a special interest in a particular organization, school, or university that you would like to acknowledge and benefit as part of your estate plan. Charities and educational institutions are greatly helped by charitable giving and the tax and other benefits greatly aid the donor and his/her estate.

Planned gifts create opportunities for both the recipients and the donor.

Determining what gift is right for you is just as important as making the gift. There are a myriad of easy giving options from which you can choose— from naming the organization or school as a beneficiary in your will to creating a more complex trust arrangement. Ultimately the best plan for you will balance what you wish to accomplish for yourself, your family, and your charitable interests in your overall financial and estate plans.

We can guide you through giving strategies that allow you to make a meaningful charitable gift while possibly enhancing your and your family's future financial well being.