Charitable Giving Services

Charitable giving decisions are personal and often complex. They should take into account the fact that the giver is essentially distributing the results of their life’s work and should also express the appropriate use of that wealth in view of the giver’s values. Charitable giving can be accomplished in many ways, each with its advantages and cautions. In our view, a charitable giving plan, properly planned and executed can be one of an individual’s most important accomplishments.

As a leading financial services company in Atlanta, we take seriously our part in helping our clients develop such a plan. Never losing sight of the goals and objectives of the individual or family, we make sure that charitable contributions are directed in ways that achieve their goals through appropriate vehicles that benefit the recipient and reduce the tax liability of all parties as much as possible.

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