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Wealth Planning

Personal philanthropy

Bring your personal values to life, encourage financial responsibility in your family and create lasting,
tangible results.

  • Donor-Advised Fund

    Utilize a popular solution that lets you make a donation without choosing a specific charity right away while the account grows tax-free.

  • Charitable Trusts

    Address charitable goals alongside of personal goals within a single trust, providing financial support to both in a tax-advantaged fashion.

  • Private Foundation

    Commit a significant portion of your wealth to charitable causes with greater control over management and distribution of assets.

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