Financial planning, estate planning, and philanthropic planning are three very broad, complex, and interrelated disciplines, each covering a wide variety of topics and problem solving tools and techniques.  Relatively few of our clients initially identify “philanthropic planning” as a high priority.  However, many of our clients discover that philanthropic planning holds the key to achieving the highest level of financial success, satisfaction, and significance.

Our tax laws provide significant tax and financial incentives to individuals who will voluntarily arrange their financial plans and estate plans to provide current or future benefits to qualified charities.   Clients who own large estates, appreciated assets, or who have other unique circumstances (large IRA’s, etc…) can often dramatically reduce taxes, maintain or increase their personal financial security, increase and better structure benefits for their heirs, and dramatically increase the benefits they provide to their church, and to other worthwhile charitable organizations in their community, and around the world.

Philanthropic planning is not for everyone, but many financially successful clients can produce the greatest possible benefits for themselves and their family by including charity in their financial and estate plans.  No other planning holds as much potential for producing success and significance.