Helping Your Clients Achieve Their Charitable Goals

Philanthropy is a very personal decision. A professional advisor plays a critical role in helping clients realize their philanthropic objectives by listening for giving opportunities, explaining options, and suggesting solutions. Significant giving opportunities often arise when clients are making major business, personal, and financial decisions.

Anne Arundel Estate Planning Council

Talking Philanthropy

Medallion Program

Establish a Fund

Professional Advisors Recognition Society

There are multiple ways we can partner with you and your clients:

Year End Tax Planning
Estate Planning
Charitable Remainder Trusts
Donor Advised Funds vs Private Foundations
Closely Held Stock
Sale or Disposition of Highly Appreciated Stock
Sale of a Business
Strategic Giving
Substantial IRA/401(k) Assets

Our knowledgeable staff is happy to meet with you and share more, please call us at 410.280.1102

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