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Stewardship and Philanthropy

Ways we can help....

Guide conversations with our clients and their loved ones about making use of assets as intended.

Create programs that help optimize how to utilize both the giving and the receiving of financial gifts.

Establish a Donor Advised Fund to coordinate charitable intentions and tax advantages.

Trends in Charitable Giving

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
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