Your Generosity Deserves a Smarter Strategy
Don’t let good intentions get buried under bad tax results.
Whether you’re gifting cash, equity, or real estate, we help you give with purpose and precision.
Answer a few questions, and we’ll deliver a strategy that multiplies the value of your generosity.
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Charitable Giving Shouldn’t Come at the Expense of Strategy
You want to give meaningfully—but without a plan, you risk losing tax benefits, creating legal complications, or giving in a way that doesn’t align with your goals.
We help you structure giving that’s generous, efficient, and enduring.
Have questions? We’re here to help. Contact us today
Unlock Deductions Without Giving Up Control
We use tools like donor-advised funds and charitable LLCs to maximize deductions while keeping you involved in how gifts are used.
Donate Complex Assets the Smart Way
From appreciated stock to business interests and real estate, we structure gifts to avoid unnecessary gains and trigger maximum tax benefits.
Preserve Values Through Legacy Giving
We help you embed giving into your estate plan—so your charitable vision lasts beyond your lifetime.
Avoid the Pitfalls of Product-Based “Planning”
We design gifting strategies with legal precision, not sales commissions. No gimmicks. Just what works.
Coordinate Giving Across All Planning Areas
Charitable giving affects estate, income tax, and business structures. We ensure it integrates with your full strategy.
Good Giving Gets Undone by Bad Structure
Intent isn’t enough. If your gifts aren’t legally sound and strategically structured, you risk waste, confusion, and IRS scrutiny. We help you give in a way that’s aligned with your values—and built to last.
01.
Built by Attorneys Who Understand What’s at Stake
Every tool we use—DAFs, CRTs, foundations—is selected and designed by lawyers who’ve seen these gifts succeed and fail.
02.
Protective Planning for Both Giver and Cause
Your gift should benefit the recipient—without putting you or your family at risk. We preserve your intent and protect your interests.
03.
Integrated With the Big Picture
Charitable planning affects estate, tax, and business outcomes. We make sure every piece of your plan works together.
The Sooner You Structure, the More Your Gift Can Do
Gifts made in the right way, at the right time, don’t just save taxes—they multiply impact. But the tools only work if you use them early. We help you move now, while the laws and opportunities are still in your favor.