Charitable Giving
Aligning wealth with your values through thoughtful, personalized planning.
Charitable giving is deeply personal.
Some families have a giving tradition passed down through generations based on core values, while others are charting a path to ensure a lasting legacy for their heirs.
There are many strategies that can be used to optimize charitable goals, so at Gallimard Advisory our approach is to apply our experience and expertise to identify the best fit and then help execute.
Download the article on charitable giving.