Making a difference

Minimize estate taxes using CLTS and CRTS

Maximize Charitable Giving

A healthy and happy community thrives off of the charitable giving from people like you.

We’re here to help you along the way, ensuring you maximize the benefit of your charitable intentions. Our professional strategies are put in place in order to maintain your personal financial freedom while still accomplishing your donation goals.

Get started by learning how to maximize your charitable giving, while minimizing taxes at the same time. The two most popular types of split-interest trusts are Charitable Remainder Trusts (CRTs) and Charitable Lead Trusts (CLTs). We’re here to help you navigate the two.

We also have a comprehensive relationship with a donor advised funds that can allow you to leave a legacy gift that makes certain your charitable interests are never forgotten and never-ending.

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

What is a Donor-Advised Fund?

Think of a Donor-Advised Fund as a charitable investment account that allows your generosity to grow tax-free. You receive an immediate tax deduction when you contribute, but you can structure the fund to provide perpetual, ongoing support to your favorite charities rather than just a one-time gift. It is the simplest way to turn a single contribution into a lasting legacy. Ask us how to set up a perpetual giving plan today.