Charitable Planning

* Assist with the achievement of specific charitable or philanthropic goals

*Identify the most effective and efficient methods or vehicles to obtain charitable giving goals, *through the utilization of:

-outright gifting
-charitable gift annuities
-charitable remainder or annuity trusts
-charitable lead trusts
-private foundations

* Provide fiduciary services inherent with the administration of charitable trusts or private *
* foundations, including:

-investment management
-monitoring of annual grant requirements
-preparation of required federal and state tax returns
-collate all necessary data to assist with the grant-making process