Who we help
Start with what you’re living with.
People usually start with a goal before they know which kind of planner they need. Start here.
Retirees & pre-retirees with IRAs
to turn required withdrawals into tax-smart charitable giving
High-net-worth donors
a coordinated, tax-efficient giving strategy across several charities
Business owners before a sale
to reduce capital gains tax ahead of a liquidity event using charitable giving
Investors with appreciated stock
a way to give meaningfully without triggering capital gains tax
Families planning a legacy
to pass on wealth and values together, with a charitable component
Year-end tax planners
to lower this year's tax bill before the filing deadline
Philanthropic families choosing a vehicle
to decide between a private foundation and a donor-advised fund