We're devoted to helping our clients support the charitable causes they hold dear. In 1944, young Anne Frank wrote "Those who give will never be poor."

Though she meant that giving can be its own reward, the current tax landscape has its own tremendous rewards for those who put a premium on philanthropy. When done intentionally as part of a clear strategy, our clients have found the joy of giving can empower them to accomplish far more in their community, and make a far greater impact thanks to:

• Qualified Charitable Deductions (QCDs)
• Donor Advised Funds (DAFs)
• Other Charitable Giving Strategies

For those who are philanthropic and over age 70.5, our Savvy Donor App can help you uncover strategies that may offer a win-win opportunity to support your favorite charity and more efficiently reduce your taxes at the same time.