Charitable Giving

In addition to the feeling of goodwill that comes from supporting philanthropic groups, charitable giving offers excellent tax and financial benefits (for both individuals and businesses) when set up and configured properly. 

Whether you are looking to better track your annual giving or setup a legacy for continued giving, we can help you decide how to best secure those donations. We work with many non-profits, assisting them in getting the largest tax benefits from charitable giving and other sources. 

If you are a non-profit organization, business, or individual interested in setting up a charitable giving plan, please give us a call at 541-342-2224 to schedule an appointment.

For further information, please see Tax Strategies and Wealth Management.