Charitable Giving and Your Financial Plan

Generosity is great. But should it be spontaneous? Rarely, if ever. Giving has two components—where you give and how your give. First, there is the legacy you want to leave, the values you want to impart to future generations. Second, determining the best way to give. We have been privileged to help many families and individuals implement a strategy. Attached is a short video, a conversation starter. Let’s talk.