About Advisory Service
Charitable planning allows you to support the causes that matter most while aligning giving strategies with your long-term financial goals. We help evaluate and structure philanthropic approaches—from annual gifting to donor-advised funds and charitable trusts—and coordinate with tax professionals to support thoughtful implementation. Our focus is helping you pursue meaningful impact with clarity, organization, and long-term purpose.
Values-Based Philanthropic Strategy Alignment
We begin by understanding the charitable goals, values, and motivations driving your giving priorities. By discussing both near-term interests and long-term legacy objectives, we help shape a philanthropic approach that fits your family’s mission and integrates seamlessly into your overall financial plan. This process encourages clarity, intentionality, and a sustainable giving framework.
Donor-Advised Fund Evaluation & Setup Support
Donor-advised funds offer flexibility and structure for charitable giving. We help you assess whether a DAF aligns with your goals, timeline, and contribution preferences. From funding strategies to grantmaking considerations, we collaborate with tax professionals to support efficient implementation, enabling philanthropic activity that can adapt as your interests and circumstances evolve.
Charitable Trust Planning Coordination
For individuals considering more formal charitable structures, charitable trusts may play a role in long-term giving and tax planning. We coordinate with your legal and tax partners to help evaluate options, understand distribution considerations, and incorporate trusts into your broader wealth strategy, focusing on clarity and alignment with personal and philanthropic objectives.
Annual & Multi-Year Gifting Strategies
Whether you plan to support organizations regularly or contribute toward longer-term initiatives, we help structure gifting strategies that align with cash-flow needs, tax considerations, and philanthropic goals. Our guidance promotes a disciplined, thoughtful approach to giving, helping you plan contributions in a way that reflects both charitable intent and financial priorities.
Family Philanthropy & Legacy Support
Involving family members in charitable decisions can strengthen shared purpose across generations. We assist with goal-setting conversations, defining mission statements, and clarifying roles and responsibilities. This collaborative approach encourages engagement and supports continuity, helping future generations understand and carry forward shared philanthropic values.
Impact Tracking & Reporting Frameworks
Meaningful giving extends beyond contributions—it includes understanding outcomes and staying connected to the causes you support. We assist in organizing reporting, tracking donations, and structuring review discussions to help you evaluate your philanthropic activities over time. This process promotes accountability, transparency, and alignment with your ongoing charitable goals.
Ongoing Review & Purpose Alignment
Charitable goals can evolve as life circumstances, financial priorities, and passions change. We provide periodic reviews of giving strategies to help keep your philanthropic approach aligned with your mission and financial plan. Through regular check-ins, we support continued clarity, engagement, and purpose throughout your charitable journey.