Philanthropic Advisory Services
Align your generosity with our strategy.
Our philanthropic services ensure that your charitable giving is efficient and enduring.
About
Our Philanthropic Services help you make a lasting difference in the world while optimizing your tax benefits. We simplify the process of giving so you can focus on the causes you care about. Whether you’re making a single gift or building a long-term legacy of generosity, we align your charitable goals with a thoughtful, strategic plan.
How It Works
- Open an account: Contribute highly appreciated equities or other assets. Eligible contributions receive an immediate tax deduction if you itemize. Donating appreciated assets held for more than a year can also eliminate capital gains taxes.
- Recommend grants: Make grants at any time to any qualified U.S. public charity, with the level of recognition or anonymity you prefer.
- Streamlined administration: We manage the details through our Donor-Advised Fund platform, DAFgiving360, issuing grants and consolidating records so your giving stays simple and organized.
Why It Matters
- Maximize your impact: Your gifts are invested for potential growth until you’re ready to distribute them, allowing you to do more good over time.
- Tax-efficient generosity: Take advantage of immediate income tax deductions and capital gains tax savings.
- Build your legacy: Create a charitable giving plan that reflects your values and inspires future generations.