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By bringing clarity to the giving process, our philanthropic consultation service maximizes the positive impact of your gift for your community and for your family. We provide a wide range of services, including:
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Researching charitable organizations that match your interests
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Designing effective philanthropic strategies for your unique situation
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Advising on such tools as CRUTs, CRATs, CLTs, NIMCRUTs, Donor Advised Funds and Foundations
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Establishing and administering private foundations
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Offering family programs that engage and educate your children in the art of giving
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