Skip to main content


While many people love the idea of donating to charitable causes, most feel overwhelmed by their personal financial constraints to justify parting with a meaningful portion of their assets to satisfy these desires.  Navigating the vast sea of charitable organizations can itself seem like a daunting task, particularly when it comes to assessing the percentage of contributions that actually go to the provision of services.  An advisor can help develop a plan that places purpose and freedom behind your giving.  By creating a vision for charitable contributions that works with current resources or that utilizes tax strategies for long-term charitable donations, organizations and causes closest to you can be impacted now and for generations to come.