The Sharing of Values: What is Your Legacy?

There are many paths to charitable giving. Each individual and family must select the course that seems best for their needs. In recent years, donor advised funds (DAFs) have grown to be the most popular charitable giving vehicle in the U.S. having been proven as a simple, practical and tax effective means for donors to achieve their charitable wishes.

  • Donor advised funds (DAF) 
  • Charitable Remainder Trusts (CRT)
  • Charitable Lead Trusts (CLT)
  • Private foundations. 
  • Qualified Charitable Distributions 

“Those who are happiest are those who do the most for others.”Booker T. Washington