Strategic Giving With Impact.

Our services include:

Private Foundations:  Establishing and managing private foundations to support long-term charitable endeavors.

Private Operating Foundations: Creating foundations that actively run their own charitable programs.

Charitable Remainder and Lead Trusts: Structuring trusts that provide income to beneficiaries while ultimately benefiting charitable organizations. We can also help terminate these trusts if the trusts no longer suit our clients' planning goals. 

Donor-Advised Funds: Arranging flexible giving vehicles that allow donors to recommend grants to their favorite charities.

Various Other Planning Techniques: Utilizing a range of strategies to tailor philanthropic plans to each client's unique objectives.