• Match personal charitable interests with tax planning needs;
• Create and implement charitable plans that are integrated into major business, personal and financial decisions;
• Facilitate complex forms of giving and execute technical
giving instruments (such as Charitable Remainder Trusts);
• Provide information on community needs—and on the local agencies and programs that make a difference in the areas your clients care about most;
• Deliver grantmaking expertise and a range of administrative
services related to charitable giving.