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Solve estate planning programs and help benefit the community by offering charitable giving services.
Charitable giving techniques help solve significant estate tax problems and make a difference in the community at the same time.
Charitable organizations are interested more than ever in ensuring their viability both today and into the future. At the same time, high net worth individuals understand the importance of philanthropic planning from both a tax and social perspective.
Our advanced marketing team has a tremendous amount of experience working with both individuals and non-profits to develop sound strategies that benefit everyone. From charitable gift annuities to charitable remainder and lead trusts to the most innovative programs available, we are here to help financial professionals deliver cutting edge solutions to their clients.