Smart Philanthropy

Those with a desire to utilize their wealth to support important causes or enhance the lives of those in need must always balance their charitable intent against their ability to maintain overall financial health. Philanthropy does not mean not throwing money at charities on a whim, even if they are deserving organizations. It requires careful planning that comes out of a genuine desire to make the world a better place and pass on charitable values to future generations.

We can help you answer the following questions:

  • How much do I give?
  • How do I give?
  • To whom do I give?