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Charitable Giving

If the answer to the question "What's the money for?" includes helping loved ones and supporting your favorite charities, then a discussion about charitable giving follows. Your desire to leave a legacy and give back (or forward) can be planned to maximize your gifts and take advantage of potential tax benefits.  That can be a win-win for everyone!

Stone Bridge works with clients and their families in the charitable planning process both in-house and by working with outside industry professionals.  Either way, we are with you throughout the process.

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
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