The best part about our job is the ability to help our clients give when they choose to do so. Although giving is a wonderful thing, it can also involve a lot of work, both before and after a gift is made. In other words, you want to make sure that your money goes to a good cause and is used as it was intended. We can help in this process by identifying the charities and causes that best fit your wishes and intended legacy. We can even help you establish and manage your own charitable organization, such as a private family foundation or charitable split interest trust. Such vehicles can be powerful tax planning tools when constructed correctly. We have established strong relationships with several local law firms that specialize in such charitable entities and, together, we have the tools to help you find a customized solution that fits both your charitable giving and tax planning goals. Additionally, Dynamic′s members offer years of experience in the charitable and gift planning field.
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Nov092009
