Philanthropic Solutions Group

Philanthropic Solutions Group Services for Charitable Planning

Support What Matters to You

Make sure the organizations you believe in are protected and supported by including them in your planning. Our technical advice on gift planning will maximize your gifts and ensure they are used in the way you intend.

We can help you establish and manage an endowment or consider a number of other charitable gifting options:

  • Will and trust bequests
  • Beneficiary designations on life insurance
  • Beneficiary designations and qualified charitable distributions on retirement plans
  • Gift annuities
  • Charitable remainder trusts
  • Charitable lead trusts
  • Life estate gifts
  • Endowments
  • Private foundations

Contact us to learn more about our gift planning services.