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Charitable giving is making a gift to a charitable organization in a way that maximizes your tax and estate planning benefits. A gift may be a one-time donation, a series of payments over a set period, or ongoing support. It may be a gift the charity can use now or a “deferred gift ” available to the charity in the future.

You have many choices when it comes to making a charitable gift. To learn about your options, the tax benefits and other considerations, take a moment to review the following frequently asked questions:

Expand - Creating Your Individual Investment Portfolio What is considered a gift for tax purposes?

Expand - Our Approach to Managing Your Wealth What is not considered a charitable gift?

Expand - Managing Your Wealth According To Your Preferences What are the tax benefits?

Expand - Keeping You Informed Is there a limit to what I can claim credit for?

Expand - Why Clients Work With Us What are my charitable giving options?

Expand - Why Clients Work With Us What should I consider before making a charitable gift?

Expand - Why Clients Work With Us Is there a simple and convenient way I can leave a lasting legacy?


Take the next step…talk to an advisor.

Our Investment Advisors are here to help recommend the solutions that are best for you. To learn more, please contact an advisor (opens new window) or ask an advisor to contact you.