3520 Executive Center Drive,
Suite 124 | Austin, TX 78731

Philanthropy has become more than supporting your alma mater, it has become a strategic way to foster a positive influence in the world your children and grandchildren will live in. Proper planning can maximize your legacy, and the benefit to your community and the organizations that mean the most to you. We offer plans that can be customized to your needs and will continuously monitor and manage them to keep pace with your evolving goals.

Philanthropy Planning

A financial advisor can provide valuable insight in creating a strategic plan focused on your philanthropic goals. We will start by defining your mission – how do you want to make the world a better place? We can help to define your specific planned giving goals and build them into a mission statement to focus your plan. Once we have established a plan, through careful analysis of your total economic wealth we can help decide what amounts to gift and will ensure that the recipients of your generosity are strong and healthy organizations.

Charitable Lead Trust

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Charitable Remainder Trust

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Charitable Giving Overview: Tax Implications

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