Making a Difference
We’re inspired by the leadership of so many people giving time, talent, and treasure to make our community a better place to live. We care about making a difference and like other areas of our lives it’s about progress not perfection.
A thoughtful discussion about how you may have more impact is always worthwhile and we welcome the opportunity to have a conversation about your philanthropic priorities. Some initial items for you to consider include:
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Are your philanthropic interests well-defined and aligned to your personal values?
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Do you need help getting started?
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How do you evaluate and make decisions?
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Do you consider past efforts successful?
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Is it a priority for you to make gifts in the most tax-efficient manner?
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Have you considered the implications of making gifts while living vs in your estate?
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Is multi-generational planning an area of interest?