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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.

  • Strategic Philanthropy and Grantmaking

    We have helped generations of individuals and families achieve their unique charitable goals, and we continue to be at the forefront of the trends that are shaping the future of the philanthropic field.

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