Your Stonegate advisor can help you develop a personal strategy to bring your philanthropic vision to life. We work with you to decide the best way to structure your gift – what type of property will be gifted, who will benefit and when, as well as any tax benefits that may result from your charitable gift.

We consult with your tax and legal counsel as well as charitable organizations and foundations to identify and implement solutions that best fit your overall philanthropic objectives, including bequests, charitable trusts or private foundations.