We work very closely with our clients and their financial advisors/estate planners.
Our goal is to help you create a customized plan to achieve your unique charitable goals, realize tax benefits, and maximize impact.
You may be eligible for an immediate tax deduction when establishing a charitable fund. Fund types include:
Donor Advised Remain actively involved in how your gift is used to help charitable causes.
Delaware Forever Your gift will address the state’s most urgent needs and most promising opportunities, as they evolve.
Scholarship Invest in students, preschool to postgraduate.
Designated Assign your gift’s earnings to the organization(s) of your choice, for a set time or in perpetuity.
Annuities/Charitable Remainders Receive an income for your lifetime, and leave the rest to your favorite cause.
For a one-on-one consultation, please contact Joan Hoge-North, 302.504.5224.