Making a Charitable Gift without all inclusive planning
Philanthropy is more than writing a check. Not everyone needs or wants comprehensive planning. If plans are already in place, if donors are expanding their philanthropy, if donors are making end of life decisions, or if a combination of these exist, proper structuring is necessary to maximize the impact of gifts.
- Provide services consistent with our faith based shared values
- Use of the infrastructure
• Determine the best structure for the gift
• Maximize the impact of the gift to both family and
c community
• Private banking services if needed
• Personalized trust services are available
• Provide a comprehensive service for advisors who
ii may be restricted from charitable planning options
ii by their broker/dealer - Provide an extra layer of anonymity not available locally
- Offer second opinions on the gift available through advisory services
This is a brief overview. We could go into more detail if it is desired. Let us know how we can help.