Many of our clients not only want to build a solid foundation for their family, but also want to create a charitable legacy. We work with our clients to find the best way to
support the organizations they are most passionate about while also considering potential tax efficiencies.

Three main areas we'll assist you are:

1- Donor Advised Funds (DAF) We'll help you determine if this is the best course of action for your charitable giving.

2- Private Foundation - We'll discuss with you the benefits and drawbacks to this strategy versus a DAF. As well, we'll work alongside with an estate planning attorney to help you create your foundation.

3 - Qualified Charitable Distribution (QCD) An often used strategy for those age 70 1/2 or older  to not add income to your adjusted gross income so your charitable intent does not potentially affect your IRMAA surcharges.