Charitable Planning

Many of our clients are charitably inclined and wish to set up stewardship programs that will last as legacies in-perpetuity long after they are gone. We take pride in developing programs that allow those goals to be achieved regardless of the dollar amount of the legacy.

Whether clients desire to create their own private foundations or merely donate to an established scholarship fund, our team can find and implement the most efficient manner available to ensure your charitable legacy carries through for generations.

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