Thoughtfully structured, charitable giving can amplify what reaches the causes you support while materially reducing your tax. Donating publicly traded securities in kind, rather than cash, eliminates the capital gains tax on those shares. A donor-advised fund or private foundation establishes a philanthropic presence that endures across generations. And life insurance can fund a legacy gift far exceeding what current giving would allow. We help families shape a philanthropic strategy that reflects their values and strengthens their broader tax plan.