Ways to Plan Your Giving

Charitable Gift Planning

A charitable gift plan can help connect your generosity with the causes you care about. We can discuss options such as direct gifts, gifts through an estate plan, and other planned giving arrangements. Together, we’ll consider your goals, family circumstances, and the legal and tax questions to raise with your financial and tax advisers.

Estate Giving

You can make charitable giving part of the legacy you leave behind. We can help you consider how a gift in a will, trust, or other estate planning document may work alongside your broader plans. We’ll explain the legal choices in clear terms and coordinate questions that may involve your other professional advisers.

Giving Agreements

A written giving agreement can clarify how a gift is intended to be used and help prevent misunderstandings. We can assist with reviewing or preparing gift terms, including the purpose, timing, and any conditions you want to discuss. The right approach depends on the charity, the gift, and your goals.