Charitable Planning & Entities

Our respect for the values that inspire charitable giving drives the creation of smart tax planning strategies that can maximize both your giving and the value of your personal assets.

Our deep charitable giving experience provides expert insight on your plans to give—whether you’re interested in a single lifetime or testamentary gift to your favorite organization, or forming a new charitable foundation, public charity or donor advised fund.

B&I PARTNERED PLANNING also provides a wide range of services to charitable organizations. We assist organizations in their infancy, as well as established organizations looking for specific advice on governance and development issues.