For a certain caliber of wealth
Give more, and give it smarter — so every dollar reaches further.
By invitation
Make a Difference
The most effective philanthropy is intentional — woven into your plan, not a December afterthought. The vehicle and the timing change how far each dollar reaches.
Worries we put to rest
Pair any of these with a liquidity event and the cause receives more while you keep more.
Ways we amplify impact
Deduct in a high-income year, then grant to causes over time on your schedule.
Give stock directly and sidestep the capital-gains tax you'd owe on a sale.
Turn an appreciated asset into income for you and a gift to the cause — blending impact with cash flow.
A shared philanthropic plan that engages and unites the next generation.
One point of command
Giving touches tax, estate and liquidity all at once. Planned alongside the rest of your strategy — not in isolation — it does more for the cause and more for your family.
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A deeper look
Gifting long-held appreciated stock or fund shares can deliver a double benefit — a deduction at fair value and capital gains that never come due. The default of writing checks in December is often the least efficient generosity available.
A DAF separates the tax moment from the giving moment: contribute in a high-income year — bunching several years of generosity where the deduction works hardest — then grant to causes on your own schedule. Simple to run, powerful when timed.
Qualified charitable distributions from retirement accounts, charitable trusts that pair income planning with legacy, and family giving structures that bring children into real decisions. Which tools fit depends on the rest of your plan — which is the point of having one architect across it.
Giving in an exit year: the year a business sells is often the single best giving year of a lifetime — if the vehicle exists before the sale closes. The wider strategy lives in the tax tightrope and the exit timeline.
Common questions
The vehicle and timing change how far each dollar reaches. Gifting appreciated stock sidesteps capital-gains tax; a donor-advised fund lets you deduct in a high-income year and grant over time; a charitable remainder trust turns an appreciated asset into income and a gift.
A donor-advised fund lets you make a tax-deductible contribution now — ideal in a high-income or liquidity-event year — then recommend grants to charities over time, separating the tax benefit from the timing of your giving.
A certain caliber, by introduction
We take on a limited number of families each year, by invitation. Built for generosity that has outgrown the checkbook. Join the waitlist — when a place opens, a private conversation about turning your generosity into lasting impact.
By invitation