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.