Philanthropic Planning

Leaving a Legacy of Charitable Giving

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A Financial Plan with a Philanthropic Mission

Many families foster a philanthropic mission that often runs through the generations. Brown and Company works with clients to develop a strategy that incorporates their philanthropic visions into their wealth planning.

We help you and your family formulate your values and goals. Then we incorporate these as well as your charitable interests into a cohesive strategic plan. After you determine the causes you want to support, we help you find the organizations and/or projects that best meet your desires and will likely achieve the outcomes you want.

The final step – and perhaps the most important – is the integration of your charitable giving goals into your broader financial and tax strategies. We look at charities that have enhanced tax benefits that further reduce not only estate tax but income taxes as well. Brown and Company regularly reviews the philanthropic portion of your plan and recommends adjustments, if necessary, as markets and life events change.

Our Philanthropy Planning Process

Philanthropy planning is not only a service we offer our clients — it is also a major part of Brown and Company’s identity. Because we give back to our community, we fully understand the value of having a mission and the importance of carefully planning the distribution of charitable assets.

Our philanthropy planning process consists of creating, reviewing and/or modifying the following for our clients:

  • Endowment funds
  • Charitable bequests
  • Private family foundations
  • Charitable remainder trusts
  • … and more

With Brown, You’ll Know!