What We Do

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We work with professional advisors to help your clients give effectively and receive significant tax benefits.

From the client who wants to make an immediate philanthropic impact, to the couple hoping to leave a legacy, to the family with a complicated tax situation, our team of philanthropic professionals helps you facilitate finding the best solutions.

In the same way that you work to enhance your client’s portfolio for maximum stability and returns, we work to maximize the impact of their charitable giving.