The support of a trusted advisor, attorney, or CPA can help outline how you would like to execute your legacy for loved ones and causes...

Making an important impact on causes you care about, is a wonderful way to make a lasting difference. Incorporating a philanthropic...

charitable giving at all income levels, whether by donating time, money, or expertise, is a part of many people’s life plan.

A donor advised fund (DAF) is a savings vehicle that allows for charitable donations and tax benefits, all while the donor still has control

Charitable remainder trusts (CRTs) can help transfer appreciated assets in a tax-efficient way with the ability to provide for a charitable